Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaila? Claim Your ProfileKaila Smith is a registered representative with J.p. Morgan Securities LLC. Kaila has been in the industry since May 2024. She is licensed to provide financial advice in the state of Indiana and has passed the Series 63, Series 6TO, and SIE exams. Kaila's areas of expertise include investment planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your 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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IN
05/02/2024 - Present
J.p. Morgan Securities LLC (WEST LAFAYETTE IN)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kaila Smith is the right advisor for you? Invested Better is here to help.
