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Kaleigh Elyse Causey

Pimco Investments LLC

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About Kaleigh Elyse Causey

Kaleigh Elyse Causey is a registered representative with Pimco Investments LLC in Newport Beach, California. Kaleigh has been in the industry since January 7, 2013 and has passed the Series 7, Series 63, and SIE exams. Kaleigh's current registration is with FINRA and the state of California. Kaleigh's previous employment was also with Pimco Investments LLC in Newport Beach.

Firm Information

Kaleigh Causey is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kaleigh Causey’s Registration & Firm History

CA

12/04/2014 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

CA

09/29/2011 - 08/23/2013

PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)

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Licenses & Designations

BC

Issued 10/05/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kaleigh Elyse Causey.
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