Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kacy? Claim Your ProfileKacy Gee is a financial professional with experience in the industry since 2022. Kacy is currently registered with Pacific Select Distributors, LLC, and has been with the firm since February of 2023. Kacy is also registered with the state of Ohio. Prior to working at Pacific Select Distributors, LLC, Kacy was employed with Empower Financial Services, Inc. and J.P. Morgan Securities LLC. Kacy has passed the Series 63, Series 6TO and SIE exams.
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.
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.
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NE
02/14/2023 - Present
Pacific Select Distributors, LLC (OMAHA NE)
CO
03/07/2022 - 11/30/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
OH
11/03/2021 - 02/01/2022
J.P. MORGAN SECURITIES LLC (CIRCLEVILLE OH)
BC
Issued 11/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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