Unclaimed
Kiliaen Vanrensselaer Ludlow is a registered representative with Arkadios Wealth Advisors. Kiliaen has been in the financial industry for over 25 years and is dedicated to providing personalized financial advice to individuals and families. Kiliaen has worked at several firms throughout their career, including Triad Advisors LLC, Synovus Securities, Inc., and National Financial Services LLC. Kiliaen holds a Series 7, Series 63, Series 66, and Series 27 license. Kiliaen is committed to helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services.
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.
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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2
GA
06/06/2024 - Present
Arkadios Wealth Advisors (ATLANTA GA)
CA
10/14/2014 - 11/16/2022
TRIAD ADVISORS LLC (Pleasanton CA)
GA
07/18/2013 - 09/12/2014
SYNOVUS SECURITIES, INC. (ALPHARETTA GA)
GA
01/06/2005 - 08/13/2013
NATIONAL FINANCIAL SERVICES LLC (ATLANTA GA)
RI
09/22/2000 - 01/13/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
AL
02/14/2000 - 07/27/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
07/23/1996 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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