Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kacey? Claim Your ProfileKacey Lynn Boothe is a registered representative with Equitable Advisors, LLC, a firm with over 30,000 clients and assets under management of over $32 billion. Kacey Boothe has been working in the financial industry since February 18, 1995. Kacey Boothe has been licensed to provide financial services in Kansas, Oklahoma, and Texas. Kacey Boothe specializes in financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Kacey Boothe previously worked for Transamerica Financial Advisors, Inc. and American Fidelity Securities, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OK
07/02/2024 - Present
Equitable Advisors, LLC (EDMOND OK)
OK
03/23/2023 - 07/03/2024
TRANSAMERICA FINANCIAL ADVISORS, INC (STILLWATER OK)
OK
02/22/1993 - 03/25/2021
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
BC
Issued 06/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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