Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaci? Claim Your ProfileKaci Leigh Skidgel is an Investment Advisor Representative with Cetera Investment Advisers LLC and has been working in the financial services industry since February 12, 2007. Skidgel has an active license in Oklahoma and Texas. Prior to joining Cetera, Kaci Skidgel worked at Walnut Street Securities, Inc. in Tulsa, OK. Kaci Leigh Skidgel is licensed to sell various types of insurance and has held positions at various non-profit organizations and professional organizations including Goodwill Industries of Tulsa and YPO (Young Presidents Organization).
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
06/29/2023 - Present
Cetera Investment Advisers LLC (TULSA OK)
OK
02/13/2007 - 09/03/2013
WALNUT STREET SECURITIES, INC. (TULSA OK)
IA
Issued 11/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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