Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaylynn? Claim Your ProfileKaylynn Delaney Watts is a financial advisor at Creative Planning, a firm with over $175 Billion in AUM. Kaylynn Watts is registered with the state of Kansas and Texas as an Investment Advisor Representative. Kaylynn Watts has been in the industry since 2001 and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Kaylynn Watts is a Certified Financial Planner™.
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.
A percentage of the total value of assets under management is charged.
1
2
KS
02/07/2019 - Present
Creative Planning (OVERLAND PARK KS)
MI
06/29/2004 - 01/18/2012
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
RI
10/07/2002 - 07/01/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
05/07/2001 - 10/07/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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