Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlin? Claim Your ProfileKaitlin Lepre is an investment advisor representative who has been in the industry since March 2017. Kaitlin is currently registered with Janney Montgomery Scott LLC and has been registered with them since June 2021. Prior to that, Kaitlin was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BB&T SECURITIES, LLC and VANGUARD MARKETING CORPORATION. Kaitlin holds a Series 6, 7, 63 and 65 license. Kaitlin specializes in a variety of areas, including retirement planning, college savings, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
06/18/2021 - Present
Janney Montgomery Scott LLC (Mt. Laurel NJ)
NJ
04/12/2018 - 06/21/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
PA
07/14/2017 - 04/19/2018
BB&T SECURITIES, LLC (KING OF PRUSSIA PA)
PA
03/03/2017 - 07/13/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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