Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckaylin? Claim Your ProfileMcKaylin Erynn Crowley is an investment advisor representative who is registered in Utah. McKaylin has been in the financial industry since 2018. McKaylin is currently employed by Raymond James Financial Services Advisors, Inc. in Ogden, Utah. Previously, McKaylin was employed by Fidelity Brokerage Services LLC in Salt Lake City, Utah. McKaylin is a graduate of Weber State University and Western Governors University. McKaylin has earned a Series 7TO, Series 66, and SIE license.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
UT
07/11/2024 - Present
Raymond James Financial Services Advisors, Inc. (Hill Air Force Base UT)
UT
10/10/2023 - 05/07/2024
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 11/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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