Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylee? Claim Your ProfileKylee Marcy is a registered Investment Advisor Representative in Kentucky. She is currently employed at LFG Wealth Partners, LLC, and is located in Elizabethtown, Kentucky. Kylee has been working in the financial services industry since 2012.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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KY
06/27/2024 - Present
LFG Wealth Partners, LLC (ELIZABETHTOWN KY)
KY
07/07/2017 - 08/22/2022
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
KY
04/15/2016 - 05/01/2017
PNC INVESTMENTS (LOUISVILLE KY)
KY
02/18/2014 - 06/30/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)
IA
Issued 04/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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