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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Manning, a financial advisor with Cetera Investment Advisers LLC, has been working in the financial industry since 2017. Kaitlyn is licensed to provide financial advice in several states, including Maryland, Florida, Virginia, and Colorado. Kaitlyn has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Kaitlyn offers a variety of financial services, including financial planning, investment management, and retirement planning.
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
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (ROCKVILLE MD)
MD
01/13/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
MD
01/25/2018 - 04/22/2021
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
02/23/2017 - 07/25/2017
AXA ADVISORS, LLC (COLUMBIA MD)
FL
06/01/2016 - 11/04/2016
HENNION & WALSH, INC. (DELRAY BEACH FL)
BOTH
Issued 6/5/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/8/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/1/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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