Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleigh? Claim Your ProfileKaleigh Prentice is a financial advisor registered with the state of Washington. Kaleigh has been in the industry since 2008. Kaleigh works with individuals and high net worth individuals. Kaleigh is affiliated with Prentice Financial Planning, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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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WA
02/14/2019 - Present
Prentice Financial Planning, LLC (OLYMPIA WA)
WA
01/11/2013 - 07/09/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (OLYMPIA WA)
WA
06/25/2008 - 07/26/2012
LPL FINANCIAL LLC (OLYMPIA WA)
IA
Issued 02/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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