Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaytlin? Claim Your ProfileKaytlin Hall is a financial advisor with Gerber Kawasaki Wealth & Investment Management, with over 10 years of experience in the industry. Kaytlin is registered with the state of California as an Investment Advisor Representative. Kaytlin also holds Series 7, 6, 63 and 65 licenses and has passed the Securities Industry Essentials Examination (SIE). Kaytlin is committed to providing her clients with personalized financial advice and investment management services. In addition to her role at Gerber Kawasaki, Kaytlin also works with GK Tax and Accounting as a Financial Advisor, referring clients to the tax and accounting department and acting as a liaison between clients and CPAs.
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.
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.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
1
2
CA
02/01/2016 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
10/22/2012 - 07/20/2021
LPL FINANCIAL LLC (SANTA MONICA CA)
CA
03/08/2012 - 10/24/2012
SAGEPOINT FINANCIAL, INC. (SANTA MONICA CA)
CA
02/23/2012 - 02/28/2012
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
IA
Issued 01/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kaytlin Hall is the right advisor for you? Invested Better is here to help.
