Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaitlyn? Claim Your ProfileKaitlyn Pugh is a registered investment advisor representative with Fidelity Personal And Workplace Advisors in SAN ANTONIO, TX. Kaitlyn has been in the financial services industry for over 5 years and has a proven track record of success. Kaitlyn holds Series 7TO, Series 66, and Series 63 licenses and has passed the SIE exam. Kaitlyn is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Kaitlyn specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Kaitlyn is committed to providing her clients with the highest level of service and integrity.
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.
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
TX
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
BOTH
Issued 06/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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