Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalie? Claim Your ProfileKalie Catherine Goudy is an investment advisor representative with Schwab Wealth Advisory, Inc., located in Westlake, TX. Kalie has been in the financial services industry since 2014 and has a range of licenses and certifications. Kalie is registered in several states, including Texas, California, and Colorado. Schwab Wealth Advisory, Inc. offers financial planning and portfolio management services.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
TX
03/14/2018 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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