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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kiley? Claim Your ProfileKiley Sorale Demery is a financial advisor with LPL Financial LLC. Kiley has been in the financial services industry since 2003, and has experience working with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Woodbury Financial Services, Inc. Kiley specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Kiley is licensed in several states, including Minnesota, Texas, and California.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MN
07/01/2023 - Present
LPL Financial LLC (BLOOMINGTON MN)
MN
10/02/2017 - 07/06/2023
WOODBURY FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
MN
06/23/2010 - 10/06/2017
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
WI
02/04/2003 - 11/05/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 08/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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