Unclaimed
Maggie Leah Kays is a registered representative of Equitable Advisors, LLC. Maggie has a current registration with the state of Indiana, Kentucky, and Ohio. Maggie is a licensed investment advisor representative who has been working in the financial services industry. Maggie is also a board member/officer/director, Ryland Heights Elementary School in Ryland Heights, KY. Maggie Kays is a financial advisor who can assist you with financial planning, portfolio management for businesses and individuals, and selection of other advisors. Maggie is affiliated with Equitable Advisors, LLC, a financial services firm located in New York.
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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OH
10/15/2024 - Present
Equitable Advisors, LLC (CINCINNATI OH)
Active
Inactive
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