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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylyn? Claim Your ProfileKaylyn Van meter is an active investment advisor representative with Fidelity Personal And Workplace Advisors. Kaylyn has been in the industry since 2016 and has held previous positions with Raymond James & Associates, Inc., Charles Schwab & Co., Inc. and Waddell & Reed. Kaylyn holds FINRA Series 63 and 66 licenses as well as Series 7 and SIE. Kaylyn is registered to provide investment advice in 22 states and is able to provide a wide range of services including financial planning, portfolio management for individuals and businesses, and educational seminars. Kaylyn focuses on meeting the needs of high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.
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.
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2
FL
01/13/2020 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
11/27/2017 - 02/25/2019
RAYMOND JAMES & ASSOCIATES, INC. (ORLANDO FL)
FL
12/14/2016 - 11/13/2017
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
08/30/2016 - 10/25/2016
WADDELL & REED (TALLAHASSEE FL)
BOTH
Issued 08/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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