Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaedan? Claim Your ProfileKaedan Elias Rivera is a financial advisor with over 6 years of experience in the financial services industry. Kaedan is currently registered with Wells Fargo Clearing Services, LLC and holds licenses for both securities and investment advisory services. Kaedan has worked for several other financial institutions prior to joining Wells Fargo Clearing Services, LLC including E*TRADE Securities LLC. Kaedan has a strong track record of providing personalized financial advice and investment management services to a wide range of clients. Kaedan is committed to helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
09/12/2024 - Present
Wells Fargo Clearing Services, LLC (WEST VALLEY CITY UT)
UT
12/05/2017 - 01/10/2022
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
05/16/2017 - 11/30/2017
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 10/03/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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