Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Fossen is an investment advisor representative at Americana Partners, LLC. Kaitlin has over 10 years of experience in the financial services industry. Kaitlin is registered with the state of Texas. Kaitlin's previous employers include Morgan Stanley and AXA Advisors, LLC.
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.
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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TX
06/15/2023 - Present
Americana Partners, LLC (HOUSTON TX)
TX
07/08/2022 - 02/28/2023
MORGAN STANLEY (Midland TX)
TX
05/09/2014 - 11/19/2018
MORGAN STANLEY (HOUSTON TX)
CO
03/10/2014 - 05/09/2014
AXA ADVISORS, LLC (DENVER CO)
CA
08/03/2013 - 01/08/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WALNUT CREEK CA)
BC
Issued 06/10/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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