Kaytie Cunningham, financial advisor Portland OR

Kaytie Cunningham

CRD Number: 5789252
Current Firm: Td Ameritrade, Inc.
Kaytie Cunningham (CRD# 5789252) is an Investment Advisor Representative working at Td Ameritrade, Inc. in Portland, OR and has over 5 years of experience in the finance industry.
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Company Name Location Dates Years
Td Ameritrade Portland, OR Apr 2016 - Current 4
Fidelity Brokerage Services LLC Portland, OR Sep 2013 - Apr 2016 2
First Investors Corporation Beaverton, OR Feb 2013 - Sep 2013 < 1
Portland State University Portland, OR Oct 2012 - Feb 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S7 General Securities Representative Examination (GS) Apr 2014
S66 NASAA Uniform Combined State Law Examination May 2015
S9 General Securities Sales Supervisor Examination Dec 2015
Contact Info for Kaytie A. Cunningham
Phone Number: (800) 669-3900
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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