Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelin? Claim Your ProfileKatelin Kalik is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Katelin is registered with the state of Arizona and has been in the industry since 2018. Katelin holds the Series 66, Series 7, and SIE licenses. In addition to working at Cambridge, Katelin is involved in several other businesses, including an independent insurance company, a divorce financial associate, and a marketing business. Katelin also has experience working with various clients, including high net worth individuals, pension and profit-sharing plans, individuals other than high net worth, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
01/09/2019 - Present
Cambridge Investment Research Advisors, Inc. (Phoenix AZ)
BOTH
Issued 10/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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