Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaela? Claim Your ProfileKaela Lynn is a registered representative with Charles Schwab & CO., Inc. Kaela has over 6 years of experience in the financial services industry and holds the Series 4, 7, 24, and 63 licenses. Kaela was previously employed at TD AMERITRADE, INC. from October 2017 until December 2023. Kaela is also a financial planner and is active in the Omaha community.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
10/12/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/06/2017 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 10/16/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kaela Lynn is the right advisor for you? Invested Better is here to help.
