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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 Shannon Farmer is a financial advisor at Equitable Advisors, LLC. Kylie has been working in the financial services industry since 2002. Kylie is registered with the state of Texas as both a Registered Representative and an Investment Advisor Representative. She has a Series 7, Series 63, and Series 65 licenses. She has experience providing financial planning and investment advice to individuals, families, and businesses. Kylie is dedicated to helping clients achieve their financial goals and building long-term relationships with them.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
02/14/2024 - Present
Equitable Advisors, LLC (LONGVIEW TX)
TX
05/14/2011 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
LA
05/04/2009 - 07/21/2010
METLIFE SECURITIES INC. (SHREVEPORT LA)
TX
04/05/2002 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (LONGVIEW TX)
IA
Issued 12/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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