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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylie? Claim Your ProfileKaylie Judd is a financial advisor at Fidelity Personal And Workplace Advisors. Kaylie is registered to provide investment advice in Colorado and Texas. Kaylie has been in the financial services industry since December 7, 2016. She specializes in financial planning, educational seminars, and portfolio management. Kaylie has a wide range of experience in the financial services industry, having worked at several firms before joining Fidelity Personal And Workplace Advisors. Kaylie is a CERTIFIED FINANCIAL PLANNER™ professional, and she has passed the Series 63, Series 66, Series 7, Series 9, Series 10, and SIE exams. Kaylie Judd is committed to providing her clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
07/20/2021 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
08/01/2018 - 05/20/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
07/07/2017 - 06/27/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
10/19/2016 - 07/03/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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