Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Nicole Cagle is an investment advisor representative with Access Financial Resources Inc. Kelsey has been in the industry since August 2018. Kelsey is registered with the state of Oklahoma and Texas. Kelsey specializes in providing financial planning services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Kelsey also provides educational seminars and selects other advisers for clients.
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.
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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OK
11/20/2024 - Present
Access Financial Resources Inc. (OKLAHOMA CITY OK)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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