Unclaimed
Kaylee Almeter is a registered representative at Jefferies LLC. Kaylee is a new advisor, having entered the industry recently and obtained her Series 63 and Series 79TO licenses in August of 2023. Kaylee is currently registered in Texas, and can advise clients in the state of Texas. Kaylee is also a holder of the Securities Industry Essentials (SIE) examination.
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.
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.
1
2
TX
08/12/2023 - Present
Jefferies LLC (HOUSTON TX)
BC
Issued 08/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2023
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Kaylee Almeter is the right advisor for you? Invested Better is here to help.