Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylie? Claim Your ProfileKaylie Gabrielle Shepard is a registered representative of Commonwealth Financial Network. Kaylie holds the Series 66 license, a license for the Uniform Combined State Law Examination, which is required for individuals who wish to offer investment advice in multiple states. Kaylie has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state and municipal government entities. Kaylie's specializations include financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and publication of periodicals. Kaylie currently works at the Commonwealth Financial Network's office located in Ann Arbor, MI.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
12/10/2024 - Present
Commonwealth Financial Network (ANN ARBOR MI)
Active
Inactive
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