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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylie? Claim Your ProfileKylie Grace Stevens is a registered investment advisor representative with Dakota Wealth, LLC. Kylie has been in the financial services industry for over 2 years and is licensed to provide investment advice in Florida. Kylie has a Series 63 and Series 66 license, as well as a Series 7TO and SIE. Prior to joining Dakota Wealth, Kylie worked at Foreside Fund Services, LLC and WisdomTree Asset Management, Inc. Kylie's experience in the financial services industry, combined with her education and licenses, makes her a valuable asset to any client seeking investment advice. Kylie specializes in providing investment advice to individuals, high-net-worth individuals, investment companies, pooled investment vehicles, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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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FL
04/29/2022 - Present
Dakota Wealth, LLC (PALM BEACH GARDENS FL)
NY
12/21/2020 - 01/31/2022
FORESIDE FUND SERVICES, LLC (New York NY)
BOTH
Issued 04/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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