Kaitlyn Fitzhenry

Employer firm

Valic Financial Advisors, Inc. CRD 42803

$29.2B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• RECOMMEND WRAP ACCOUNTS TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 05/2023
  Mml Investors Services, Llc
  Amherst, NY
• 06/2021 → 05/2023
  Mass Mutual Life Insurance Company
  Amherst, NY
• 10/2020 → 06/2021
  Curvin Wealth Solutions / Mml Investors Services, Llc
  Williamsville, NY
• 12/2019 → 08/2020
  Mainstreethost
  Amherst, NY
• 08/2015 → 08/2019
  University Of Akron
  Akron, OH
• 08/2019 → 11/2019
  Unemployed
  Buffalo, NY
• 05/2013 → 09/2017
  Ransom Oaks Community Corporation
  East Amherst, NY
• 01/2018 → 07/2019
  Finish Line
  Akron, OH
• 05/2023 → 11/2023
  Securities America, Inc.
  Amherst, NY
• 05/2023 → 11/2023
  Securities America Advisors
  Amherst, NY
• 11/2023 → Present
  Valic Financial Advisors, Inc.
  Mount Laurel, NJ
• 11/2023 → Present
  Agia
  Houston, TX

Previous Registrations

• 2023-05-17 → 2023-11-09
  Securities America Advisors, Inc.
  Amherst, NY
• 2022-11-02 → 2023-05-17
  Mml Investors Services, Llc
  Williamsville, NY
  Amherst, NY

Other Businesses

AGIA POSITION: Agent NATURE: Non securities insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 11/20/2023 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell non-securities insurance products for AIGA

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30

Other Names

• Kate Klemp
• Kaitlyn Klemp