Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Lacosse is a financial advisor registered with Money Concepts Capital Corp. She specializes in financial planning, portfolio management for businesses and individuals, and general consulting services. Katelyn has been in the industry for 2 years and is licensed to provide financial advice in Florida. She is also registered as an investment advisor representative with Money Concepts Capital Corp.
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.
General consulting services
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.
Solicitor fee
1
2
FL
05/16/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 05/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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