Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailee? Claim Your ProfileKailee Marie Ostroski is a financial advisor at Connecticut Wealth Management, LLC. Kailee has been a registered Investment Advisor Representative since January 1, 2017, and holds the Series 65 license. Kailee is also a Certified Financial Planner. Kailee has over 10 years of experience in the financial services industry. Prior to joining Connecticut Wealth Management, LLC, Kailee worked for Simsbury Public Schools. Kailee is committed to providing her clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
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CT
01/01/2017 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 12/29/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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