Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiaina? Claim Your ProfileKiaina Kathryn Phillips is an investment advisor representative at Fiducient Advisors LLC. Kiaina has been in the financial services industry for over 16 years. Kiaina is registered with the state of Illinois as an investment advisor representative. Kiaina also holds the Series 6, 7, 63, and 66 licenses. Kiaina's previous experience includes working for CHARLES SCHWAB & CO., INC. and CHASE INVESTMENT SERVICES CORP. Kiaina specializes in providing investment consulting for individuals and non-profit organizations.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
01/19/2024 - Present
Fiducient Advisors LLC (CHICAGO IL)
IL
01/08/2009 - 08/02/2013
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
IL
09/21/2007 - 01/13/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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