Kaitlyn Fay (CRD# 7213942) is an Investment Advisor Representative working at Edward Jones in Bad Axe, MI and has over 3 years of experience in the finance industry.
CRD# 6037034
Osaic Wealth, Inc.
CRD# 5964026
Raymond James Financial Services Advisors, Inc.
CRD# 6080278
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2020 - Current | 4 |
| Transnation Title Agency | Lansing, MI | Nov 2017 - Dec 2019 | 2 |
| Lansing Nissan | Okemos, MI | May 2016 - Oct 2017 | 1 |
| Lansing State Journal | Lansing, MI | Sep 2011 - Sep 2016 | 5 |
| Tripps Austo Shop/collision Center | Lansing, MI | May 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- MI
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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