Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylie? Claim Your ProfileKylie Hays is a financial advisor who has been working in the industry since 2019. Kylie is registered with both the state of Kansas and the state of Missouri. Kylie is a Certified Financial Planner and holds FINRA Series 66, Series 7TO, and SIE licenses. Kylie works for Creative Financial Designs, Inc., a firm that provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. The firm has approximately $2 billion in assets under management.
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.
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.
1
2
KS
05/24/2019 - Present
Creative Financial Designs, Inc. (Lenexa KS)
BOTH
Issued 05/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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