Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaila? Claim Your ProfileKaila Widmann is an investment advisor representative at M1 Finance. Kaila has been in the industry since 2021 and is registered to provide investment advice in Illinois. Kaila has a Series 66, Series 24, Series 7TO, and SIE license and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Kaila has previous work experience at Maxim's Family Restaurant, Dlux, Northwestern Mutual, Prarie Fire, University of Wisconsin - Madison and M1 Finance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
IL
03/07/2024 - Present
M1 Finance (Chicago IL)
BOTH
Issued 08/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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