Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Elise Leblanc is a registered representative with Cetera Investment Advisers LLC. Kaitlyn has been in the securities industry for 5 years and has been registered with the Securities and Exchange Commission (SEC) since May 23, 2018. She is registered in Alabama, Florida, Georgia, Louisiana, Mississippi, Texas and Wyoming. Kaitlyn is also a registered investment advisor representative (IAR) in Alabama and Texas. Prior to joining Cetera, Kaitlyn was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. She has a background in banking and finance and is passionate about helping her clients achieve their financial goals. Kaitlyn 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.
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.
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2
AL
01/03/2023 - Present
Cetera Investment Advisers LLC (FAIRHOPE AL)
AL
02/12/2021 - 11/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAIRHOPE AL)
AL
05/22/2018 - 02/17/2021
EDWARD JONES (FAIRHOPE AL)
BOTH
Issued 06/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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