Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylee? Claim Your ProfileKaylee St germain is an investment advisor representative with Thrivent Investment Management Inc. Kaylee has been in the industry since December 7, 2015. Kaylee is registered in seven states and has a Series 66, Series 7 and SIE license. Kaylee has a total of six approved state registrations, one approved FINRA registration, and one approved SRO registration. Kaylee has a total of three exams; one state exam, and two product exams. Kaylee also serves as a board member for Falls Under 40 and coaches girls' Junior Olympic volleyball in Thief River Falls.
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.
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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2
MN
01/06/2016 - Present
Thrivent Investment Management Inc. (Thief River Falls MN)
BOTH
Issued 01/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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