Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kilie? Claim Your ProfileKilie Fae Smith is an Investment Advisor Representative associated with Savant Wealth Management. Kilie has been in the industry since 2018 and is currently registered with the state of Pennsylvania. Kilie has passed the Series 65 exam and is currently active in the industry. Kilie has experience working with individuals, high net worth individuals, pension and profit sharing plans, corporations or other businesses, state or municipal government entities and charitable 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.
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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PA
10/03/2023 - Present
Savant Wealth Management (Lancaster PA)
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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