Kailey Beckett (CRD# 6911838) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in O'fallon, MO and has over 6 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citigroup | O'fallon, MO | May 2021 - Current | 2 |
| Wells Fargo Clearing Services LLC | St Louis, MO | Feb 2018 - May 2021 | 3 |
| Associate Staffing | St Louis, MO | Feb 2018 - May 2018 | < 1 |
| Happy Joe's Pizza And Ice Cream | Affton, MO | Aug 2017 - Jan 2018 | < 1 |
| University Of Missouri St. Louis | St. Louis, MO | Aug 2014 - Aug 2017 | 3 |
| Unique Ideas N More | Fenton, MO | Oct 2013 - Jul 2017 | 3 |
| St. Louis Community College | St. Louis, MO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- MO
- TX
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Total Assets Under Management40,516MILLIONS
-
Total Number of Accounts53,880ACCOUNTS
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Average Account Value$751,976
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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