Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kahlela? Claim Your ProfileKahlela Mungin is an Investment Advisor Representative at Fisher Investments in PLANO, TX. Kahlela has been in the industry for over 7 years. Kahlela is licensed in Texas. Kahlela has passed the Series 63, Series 65, Series 7 and SIE exams. Kahlela was previously employed by ROBINHOOD FINANCIAL, LLC, TD AMERITRADE, INC., and FIDELITY BROKERAGE SERVICES LLC. Kahlela works with high-net-worth individuals, individuals other than high-net-worth, trusts, estates, charitable organizations, corporations or other businesses, insurance companies, investment companies, pooled investment vehicles, pension and profit-sharing plans, banking or thrift institutions, state or municipal government entities, other investment advisers, and sovereign wealth funds and foreign official institutions. Kahlela is also a owner of a freight and logistics business, SADIEMAZE DISPATCHING.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/20/2022 - Present
Fisher Investments (PLANO TX)
TX
01/04/2021 - 11/09/2021
ROBINHOOD FINANCIAL, LLC (Westlake TX)
TX
10/30/2019 - 12/01/2020
TD AMERITRADE, INC. (Southlake TX)
TX
02/28/2018 - 10/01/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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