Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kallie? Claim Your ProfileKallie Nicole Rawson is a financial advisor currently registered with Prospera Financial Services, Inc. Kallie has been in the industry since December 2014 and holds the Series 7, Series 24, and Series 66 licenses. She specializes in providing financial advice to individuals, corporations, and businesses. Kallie is also a registered investment advisor representative in California and Texas. Kallie's previous experience includes working with Painter, Smith and Amberg Inc. Kallie is dedicated to helping her clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
CA
01/19/2024 - Present
Prospera Financial Services, Inc. (Redlands CA)
CA
12/09/2014 - 01/17/2024
PAINTER, SMITH AND AMBERG INC. (REDLANDS CA)
BOTH
Issued 04/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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