Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kallie? Claim Your ProfileKallie Larhett Schuler is a registered representative with Fidelity Personal and Workplace Advisors in Covington, KY. Kallie is a licensed investment advisor representative, and holds Series 7TO, Series 66, and SIE licenses. Kallie has been in the securities industry since March 14, 2022. Kallie provides financial planning and portfolio management services for individuals and businesses. Fidelity Personal and Workplace Advisors is a firm with $1 billion to $10 billion in regulatory assets under management. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm also provides financial planning and portfolio management services for businesses.
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.
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KY
06/09/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
BOTH
Issued 06/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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