Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kai? Claim Your ProfileKai Warren is an investment advisor representative with U.S. Bancorp Investments, Inc. Kai Warren has 14 years of experience in the financial services industry. Kai Warren has offices in Seattle, Washington. Kai Warren is registered to conduct business in 16 states. Kai Warren is licensed to conduct business in Washington and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
05/04/2024 - Present
U.s. Bancorp Investments, Inc. (Seattle WA)
WA
10/16/2023 - 11/03/2023
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 05/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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