Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylee? Claim Your ProfileKylee Nelson is a financial professional with over 7 years of experience in the industry. Kylee is currently registered with Vanguard Marketing Corp. and holds Series 7TO, 6, 24, and 63 licenses. She is also registered in Arizona. Previously, Kylee has held positions with various firms, including Vanguard Marketing Corp., and has worked in several capacities, including Financial Advisor. Kylee has a strong commitment to providing her clients with personalized financial advice and guidance. She is dedicated to helping her clients achieve their financial goals.
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.
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.
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2
AZ
07/14/2016 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
BC
Issued 07/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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