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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashaad? Claim Your ProfileRashaad Kaiser is a financial advisor at Creative Planning, a firm with a total of $175.3 billion in assets under management. Rashaad Kaiser is a Certified Financial Planner and Chartered Financial Consultant. Rashaad Kaiser specializes in providing financial planning, pension consulting, and educational seminars. Rashaad Kaiser has been in the industry since 2016 and has held previous positions at JPMorgan Chase Bank, Worley Catastrophe, and Capital One Bank. Rashaad Kaiser is registered in Louisiana and Texas.
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
KS
11/08/2022 - Present
Creative Planning (OVERLAND PARK KS)
LA
11/29/2016 - 11/17/2022
J.P. MORGAN SECURITIES LLC (SLIDELL LA)
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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