Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felica? Claim Your ProfileFelica Kaleta is a financial advisor at U.S. Bancorp Investments, Inc., located in Gallatin, TN. Felica has been in the industry since December 14, 2023. Felica holds the Series 7TO, Series 6TO and SIE securities licenses as well as the Series 63 state license. Felica is registered with the state of Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
TN
12/15/2023 - Present
U.s. Bancorp Investments, Inc. (Gallatin TN)
BC
Issued 02/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Felica Kaleta is the right advisor for you? Invested Better is here to help.
