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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katie-lee? Claim Your ProfileKatie-lee Kallin is a registered investment advisor representative with Cetera Investment Advisers LLC. Katie-lee has been in the financial industry since 2008 and has a diverse background in providing financial advice to individuals, families, and businesses. Katie-lee is licensed in several states and has a strong track record of providing financial planning, investment management, and retirement planning services. She is also a Certified Financial Planner (CFP®) and has a deep understanding of financial markets and investment strategies. Katie-lee is passionate about helping her clients achieve their financial goals. She works closely with each client to develop a personalized financial plan that meets their specific needs and objectives. She also provides ongoing support and guidance to her clients, helping them stay on track and make informed financial decisions. In addition to her work at Cetera Investment Advisers LLC, Katie-lee is also active in her community. She is a member of the National Association of Personal Financial Advisors (NAPFA) and is committed to providing her clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
09/16/2009 - 03/23/2011
LPL FINANCIAL LLC (MARLBOROUGH MA)
MA
12/12/2007 - 09/16/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (MARLBOROUGH MA)
BOTH
Issued 12/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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