KS
KS

Kandace Sylvester

6 Years of Experience
Mount Lake Terrace, WA
Broker

Kandace Sylvester is a registered investment advisor, based in Mount Lake Terrace, WA, with 6 years of industry experience.

Location

24120 Van Ry Blvd, Floor 1, Mount Lake Terrace, WA, 98043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kandace works as a licensed private banker and holds securities licenses with Columbia Advisors, dedicating about 10-20% of her time. She also works for Umpqua Bank as a relationship manager and teaches yoga part-time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2021 - October 2023 · 2 yrs 8 mos
Cetera Investment Services LLCBroker
February 2021 - October 2023 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLC
December 2018 - December 2020 · 2 yrs
Wells Fargo Clearing Services, LLCBroker
November 2018 - December 2020 · 2 yrs 1 mo
State Registrations1 state
WA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.