Years of Experience
5-20+ Years
Perkasie, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Kainen Kampe is a financial advisor at Empower Advisory Group, LLC. Kainen has been in the industry since 2022 and is registered with the state of Pennsylvania. Empower Advisory Group, LLC provides financial planning and portfolio management services to a wide range of clients, including individuals, high net worth individuals, businesses, and retirement plans.
SPECIALIZATIONS
ST. DAVIDS, PA
3 Years Experience
0 Disclosures
ADVISOR BIO
Kairo Amadaeus Calabretta is a financial advisor with Fidelity Personal And Workplace Advisors, working from their St. Davids, PA office. Kairo Calabretta is also a registered investment advisor in Pennsylvania and Texas. Kairo Calabretta has been in the industry since August 2021 and has a strong track record of providing financial advice to a wide range of clients, including individuals, businesses, and charitable organizations. Kairo Calabretta is committed to helping clients achieve their financial goals through a variety of services, including financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
MALVERN, PA
11 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlin Binkley is a registered investment advisor representative at Vanguard Advisers, Inc. Kaitlin has been in the industry since July 2014. Kaitlin has passed both the Series 63 and the Series 65 exams and holds registrations in both Pennsylvania and Texas. Kaitlin is also registered with FINRA and is a Series 7 and SIE licensed professional. Kaitlin is a limited agent for her mother and has experience providing financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kaitlin's firm, Vanguard Advisers, Inc., provides financial planning, selection of other advisors, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. Kaitlin's current firm is located in Malvern, PA.
SPECIALIZATIONS
ALTOONA, PA
18 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlin Eberhart is a financial advisor with Next Financial Group, Inc. based in Altoona, PA. Kaitlin Eberhart has 15 years of experience in the financial services industry. Kaitlin Eberhart is registered with FINRA and the state of Pennsylvania. Kaitlin Eberhart offers a range of services, including financial planning, portfolio management, and retirement planning. Kaitlin Eberhart has a proven track record of success in helping clients reach their financial goals.
SPECIALIZATIONS
Philadelphia, PA
18 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlin Maguire is an investment professional with over 15 years of experience in the financial services industry. Kaitlin is a Registered Representative and Investment Advisor Representative who is currently employed by J.P. Morgan Securities LLC, where she is a financial advisor. Previously, Kaitlin was employed by Goldman Sachs & Co. LLC, Piper Jaffray & Co. and Kellogg Capital Group LLC. Kaitlin is registered with the following securities authorities: Financial Industry Regulatory Authority (FINRA), Series 7, Series 63, Series 57TO, Series 65 and Series SIE. Kaitlin also holds registrations in a number of states and provides financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
PITTSBURGH, PA
6 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlyn Leininger is a financial advisor at UBS Financial Services Inc., a firm with over $700 billion in assets under management. Kaitlyn is registered with FINRA and has licenses in 21 states. She has been in the industry since 2019 and has a strong track record of success. Kaitlyn specializes in a wide range of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
Pittsburgh - South Hills, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlyn Marie Slagus is a financial advisor registered with Robert W. Baird & Co. Inc., a large investment firm with over $287 Billion in assets under management. Kaitlyn has been in the industry for over 2 years and has been registered with the state of Pennsylvania for securities and investment advisory services since May 2024. Kaitlyn has passed the Series 7TO, Series 66, and SIE exams. In addition to her role at Robert W. Baird, Kaitlyn is also a varsity girls basketball coach for Belle Vernon Area High School. Kaitlyn is a highly qualified professional with a broad range of experience and expertise.
SPECIALIZATIONS
Upper St. Clair, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlyn Marie Shogry is an investment advisor representative at Morgan Stanley. Kaitlyn has been in the industry since February 2020 and holds a Series 66, Series 7TO and SIE license. Kaitlyn is registered in 53 states and the District of Columbia. Kaitlyn is also registered with the Financial Industry Regulatory Authority (FINRA) and the Investment Adviser Association (IAA). Kaitlyn offers a variety of financial planning services, including asset allocation advice, educational seminars, and portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
LANGHORNE, PA
1 Years Experience
0 Disclosures
ADVISOR BIO
Kaitlyn Wagner is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since June 5, 2024. Kaitlyn is licensed in Pennsylvania and has passed the Series 63, Series 6TO and SIE exams. Kaitlyn is also registered with FINRA. Kaitlyn specializes in investment management, financial planning and retirement planning.
SPECIALIZATIONS
PHILADELPHIA, PA
0 Disclosures
ADVISOR BIO
Kaitlyn Lees is an Investment Advisor Representative at Mycio Wealth Partners, LLC in Philadelphia, PA. Kaitlyn is licensed in Pennsylvania and has been in the industry since 2023. Kaitlyn is a Series 65 licensed advisor. Kaitlyn's specializations include providing financial planning services, pension consulting, selecting other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
SPECIALIZATIONS