Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylee? Claim Your ProfileKylee Marie Nelson is an Investment Advisor Representative at The Norden Group LLC located in Provo, UT. Kylee is a Certified Financial Planner and has been in the financial services industry since 2019. Kylee earned her Series 65 license in September 2020. Kylee specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Kylee is also the owner of Kylee Nelson LLC, a cosmetology business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
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UT
03/15/2023 - Present
THE Norden Group LLC (PROVO UT)
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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