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 Laney is a financial advisor with Sowell Management. Kaitlyn has been working in the financial industry for over 12 years. Kaitlyn is registered with the state of Arizona and has a Series 66, Series 63, SIE, and Series 7 license. Kaitlyn has a CFP designation and holds a license as an insurance agent in Arizona.
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.
Helps you choose top advisors aligned with your financial goals.
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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AZ
07/14/2023 - Present
Sowell Management (Scottsdale AZ)
AZ
08/28/2015 - 09/25/2018
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
AZ
07/01/2011 - 08/18/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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