Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Fifield is a financial advisor who is currently registered with Wells Fargo Advisors Financial Network, LLC. Kaitlyn has been in the financial industry for a little over two years. She has a Series 63, 7TO and SIE license. Previously, Kaitlyn worked with Fidelity Brokerage Services LLC in Salt Lake City, UT. Kaitlyn is available to help with financial planning, pension consulting, and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
IL
04/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HIGHLAND PARK IL)
UT
12/24/2021 - 04/25/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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