Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaytie? Claim Your ProfileKaytie Salzman is a financial advisor with over 8 years of experience in the financial services industry. Kaytie is registered with Cuso Financial Services, LP and has a wide range of experience including working for Fidelity Brokerage Services LLC, TD Ameritrade, Inc. and M Holdings Securities, Inc. Kaytie has passed the Series 63, Series 66, Series 7, Series 6, Series 9, Series 24, Series 4, SIE, Series 99TO and Series 82TO exams. Kaytie specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.
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.
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2
CA
05/08/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
TX
10/08/2021 - 02/07/2022
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
OR
06/20/2018 - 02/03/2021
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
04/21/2016 - 06/22/2018
TD AMERITRADE, INC. (PORTLAND OR)
OR
03/03/2014 - 04/07/2016
FIDELITY BROKERAGE SERVICES LLC (PORTLAND OR)
OR
03/01/2013 - 09/06/2013
FIRST INVESTORS CORPORATION (BEAVERTON OR)
OR
01/09/2012 - 10/16/2012
COUNTRY CAPITAL MANAGEMENT COMPANY (SALEM OR)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2020
Series 4 - Registered Options Principal Examination
BC
Issued 10/26/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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