Kai Carroll
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Kai Carroll
This information is intended for use by residents of WA and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Jul 2024 — Present · Seattle, WA, US
Education
University of Washington
Bachelor of Arts (BA)
Skills
- Wealth Management
- Cash Management
- Strategic Financial Planning
- Small Business Lending
- Investments
- Insurance License, Life and Disability
- Consumer Lending
- Commercial Lending
- Series 7
- Private Banking
- Uniform Combined State Law
- Commercial Banking
- Wealth Management Services
- Series 66
- Mortgage Lending
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