Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Gallant is a financial advisor with Next Financial Group, Inc. Kaitlyn has been in the financial services industry for over 17 years. Kaitlyn is a licensed registered representative and investment advisor representative with Series 66, Series 7, Series 24, and SIE licenses. Kaitlyn is registered to offer securities and investment advisory services in Florida. Kaitlyn offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Kaitlyn works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
10/06/2023 - Present
Next Financial Group, Inc. (HOUSTON TX)
BOTH
Issued 09/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kaitlyn Gallant is the right advisor for you? Invested Better is here to help.
