Unclaimed
Katlyn Anne Nielson is a financial professional with over 9 years of experience in the industry. Katlyn currently works at Buckingham Strategic Partners, LLC in ST. LOUIS, MO. Prior to joining Buckingham, Katlyn was a financial advisor at FORESIDE FINANCIAL SERVICES, LLC in San Jose, CA and at LORING WARD SECURITIES INC. also in San Jose, CA. Katlyn is licensed to provide investment advice in California.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
Fee sharing with independent registered investment advisors
1
2
MO
12/13/2018 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
CA
10/29/2018 - 09/02/2020
FORESIDE FINANCIAL SERVICES, LLC (San Jose CA)
CA
03/05/2013 - 10/29/2018
LORING WARD SECURITIES INC. (San Jose CA)
IA
Issued 12/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Katlyn Nielson is the right advisor for you? Invested Better is here to help.