Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleigh? Claim Your ProfileKaleigh Price is a financial advisor with Waldron Private Wealth. Kaleigh is registered with the state of Pennsylvania. Kaleigh has a Series 7, SIE, and Series 66 license and is also a Certified Financial Planner. Kaleigh has been in the financial services industry since December 2015. Kaleigh specializes in insurance planning, financial planning, and selection of other advisors. Kaleigh's previous firm was Lincoln Investment.
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.
Insurance planning
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.
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2
PA
08/17/2022 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
PA
12/12/2018 - 06/24/2022
LINCOLN INVESTMENT (Sewickley PA)
BOTH
Issued 10/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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