Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylie? Claim Your ProfileKaylie Mixon is a financial advisor who has been in the industry since May 2021. Kaylie is registered with Ameriprise Financial Services, LLC and has offices in Lafayette, LA; Baton Rouge, LA; Broussard, LA; and Covington, LA. Kaylie holds the Series 7TO, Series 66, and SIE licenses and is registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Minnesota, Mississippi, Nebraska, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, and West Virginia. Kaylie provides asset allocation, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals to her clients.
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.
Asset allocation services
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
LA
01/06/2022 - Present
Ameriprise Financial Services, LLC (LAFAYETTE LA)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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