Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenzie? Claim Your ProfileKenzie Leeann Applegate is an Investment Advisor Representative at Root Financial Partners, based in Solana Beach, California. Kenzie has been an Investment Advisor Representative since November 2023 and has a Series 65 license. Kenzie's career spans several industries, including education and customer service, and she has been involved with both financial advisory and non-financial advisory roles. Kenzie specializes in providing financial planning services to individuals and families.
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.
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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CA
11/17/2023 - Present
Root Financial Partners (ENCINITAS CA)
IA
Issued 02/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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