Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Marie Humphries is an investment advisor representative associated with Potomac Fund Management. Kaitlyn Humphries is currently registered with the state of Maryland. Kaitlyn has been in the industry since April 2016.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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FL
08/16/2018 - Present
Potomac Fund Management (MIAMI FL)
IA
Issued 08/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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