Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyli? Claim Your ProfileKyli Blanchard Vaughn is a financial advisor with Edward Jones. Kyli has been in the industry since 2009, holding both Series 66 and Series 7 licenses. Kyli has experience working with a variety of clients, including individuals, businesses, and retirement plans. Kyli is registered to provide financial advice in 51 states and the District of Columbia. Kyli's prior experience includes roles at UBS Financial Services Inc, J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
See schedule d - miscellaneous
1
2
LA
07/18/2022 - Present
Edward Jones (NEW IBERIA LA)
LA
06/17/2014 - 07/19/2022
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
10/01/2012 - 06/09/2014
J.P. MORGAN SECURITIES LLC (NEW IBERIA LA)
LA
05/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW IBERIA LA)
LA
01/06/2009 - 04/03/2012
EDWARD JONES (BREAUX BRIDGE LA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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