Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tray? Claim Your ProfileTray Wiltse is an investment advisor representative with Cetera Investment Advisers LLC and CWM, LLC. Tray has been in the industry since February 1, 2000, and is registered with the state of Kansas. Tray is also registered with the state of Texas, where Cetera Investment Advisers LLC and CWM, LLC are also registered. Tray is a registered representative with FINRA and is also registered with the Securities Investor Protection Corporation (SIPC). Tray's specialties include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
KS
06/29/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
01/13/2010 - 04/05/2023
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
KS
06/21/2005 - 01/15/2010
ROYAL ALLIANCE ASSOCIATES, INC. (OVERLAND PARK KS)
WI
01/26/2000 - 06/13/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/17/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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