Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katelyn? Claim Your ProfileKatelyn Nicole Kaisinger is a financial advisor with Florida Financial Advisors, LLC, in Philadelphia, Pennsylvania. Katelyn has been in the industry since 2023. She is registered to provide investment advice in Florida, Pennsylvania and Texas. Katelyn is also a registered representative of Trinity Wealth Securities, LLC. Katelyn holds a Series 63, Series 65 and Series 6TO licenses. She has experience providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. Katelyn is also a licensed insurance agent. Katelyn is committed to providing her clients with personalized financial advice and guidance to help them reach 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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
1
2
PA
10/10/2024 - Present
Florida Financial Advisors, LLC (Philadelphia PA)
BC
Issued 02/12/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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