Invested Better
Unclaimed

Unclaimed

Unclaimed

Kelsey Lynne Jaeger

Equitable Distributors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kelsey? Claim Your Profile

About Kelsey Lynne Jaeger

Kelsey Lynne Jaeger is a financial professional with over 8 years of experience in the industry. Kelsey is currently registered with Equitable Distributors, LLC. Kelsey is a Series 6 and Series 63 licensed professional. Kelsey is licensed in North Carolina and New Jersey. Kelsey has experience in investment company products, variable contracts, and securities.

Firm Information

Kelsey Jaeger is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kelsey Jaeger’s Registration & Firm History

NC

06/06/2014 - Present

Equitable Distributors, LLC (Charlotte NC)

Not sure if Kelsey Lynne Jaeger is right for you?

Licenses & Designations

BC

Issued 05/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Lynne Jaeger.
Not sure if Kelsey Lynne Jaeger is right for you?