Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayli? Claim Your ProfileKayli Rante is a financial advisor at Raymond James Financial Services Advisors, Inc. Kayli is a registered representative in Georgia and holds Series 7 and Series 66 licenses. Kayli provides financial planning services to individuals and businesses. Kayli is also a registered Investment Advisor Representative (IAR) in Georgia. Kayli has been in the financial services industry since May 2015. Kayli is also an associate/employee with 330 CoWork, LLC, Tree By The Sea Insurance LLC, and The Avenue Wire Wealth Management, as well as being a part-time associate/employee with Dance FX and a homeowner renting on Airbnb.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
05/14/2018 - Present
Raymond James Financial Services Advisors, Inc. (Watkinsville GA)
GA
05/22/2015 - 05/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (WATKINSVILLE GA)
BOTH
Issued 09/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kayli Rante is the right advisor for you? Invested Better is here to help.
