Kaitlyn HaneyCRD Number: 7475888
Current Firm: Fort Pitt Capital Group, LLC
Kaitlyn Haney (CRD# 7475888) is an Investment Advisor Representative working at Fort Pitt Capital Group, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry. Kaitlyn Haney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cetera Advisor Networks LLC
Avantax Advisory Services
|Fort Pitt Capital Group||Pittsburgh, PA||Dec 2021 - Current||< 1|
|Fort Pitt Capital Group||Pittsburgh, PA||Jul 2018 - Nov 2021||3|
|Common Plea||Pittsburgh, PA||Nov 2019 - Mar 2020||< 1|
|Penn State University, Behrend College||Erie, PA||Aug 2014 - May 2018||3|
|Serra Catholic High School||Mckeesport, PA||Aug 2010 - May 2014||3|
Total Assets Under Management4,999MILLIONS
Total Number of Accounts7,857ACCOUNTS
Average Account Value$636,276
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV
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