Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paige? Claim Your ProfilePaige Kadlec is a financial advisor who has been in the industry since April 17, 2016. Paige is currently registered with Wells Fargo Clearing Services, LLC, and has a branch office location in Rapid City, SD. Paige has previously been registered with Thrivent Investment Management Inc. Paige has a broad range of experience in the industry, holding both Series 7 and Series 63 licenses. Paige holds a Series 65 license and is also registered as an Investment Advisor Representative (IAR) in multiple states. Paige is also a licensed insurance agent. Paige is a dedicated professional with a proven track record of success in providing financial advice to individuals and families. Paige is committed to helping her clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
1
2
SD
03/15/2018 - Present
Wells Fargo Clearing Services, LLC (RAPID CITY SD)
SD
04/18/2016 - 03/16/2017
THRIVENT INVESTMENT MANAGEMENT INC. (RAPID CITY SD)
IA
Issued 02/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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