Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kailey? Claim Your ProfileKailey Craig is a financial advisor at Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Kailey is registered as a broker-dealer and investment advisor representative in Arizona, California, Colorado, Florida, Georgia, Idaho, Nevada, New Mexico, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. Kailey is also registered as an investment advisor representative in Texas. Kailey has been in the industry since 2014 and has passed the Series 66, Series 7, and SIE exams. Kailey specializes in financial planning, pension consulting, and portfolio management for both businesses and individuals. The firm provides services to partnerships, investment clubs, limited liability companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Kailey’s office is located in Simi Valley, California.
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.
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.
See schedule d - miscellaneous
1
2
CA
07/19/2021 - Present
Edward Jones (SIMI VALLEY CA)
BOTH
Issued 05/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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