Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karlie? Claim Your ProfileKarlie Coffey is a registered representative with Wells Fargo Advisors Financial Network, LLC. Karlie is a licensed advisor in Illinois and Texas and has been in the industry since 2017. Karlie specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. Karlie has experience working with a variety of clients, including individuals, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.
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.
Investment consulting services to institutional clients
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.
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IL
10/29/2019 - Present
Wells Fargo Advisors Financial Network, LLC (MOUNT VERNON IL)
IL
01/11/2017 - 09/22/2017
EDWARD JONES (LEBANON IL)
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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