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 an investment advisor representative with Cetera Investment Advisers LLC in Fairhope, Alabama. Kaitlyn has been in the securities industry since May 2018. Kaitlyn is registered to provide investment advice in Alabama, Texas, and other states. Kaitlyn has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Kaitlyn has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Cetera Investment Services LLC. In addition to her work as an investment advisor representative, Kaitlyn is also Vice President of Eastern Shore Business Network. Kaitlyn has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
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 6/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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