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, which has offices in Tulsa, OK and Dallas, TX. Kaci has been in the securities industry since 2007 and has worked for both Cetera and Walnut Street Securities, Inc. Kaci holds Series 6, 63, and 65 licenses and the SIE exam. Kaci specializes in providing financial planning services to individuals, families, and businesses. Kaci is also a board member of several organizations including the Young Presidents Organization, Goodwill Industries of Tulsa, and Ironhorse Financial Group.
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.
1
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 03/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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