Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Mayhue is a financial advisor with Merit Financial Advisors. Kay has been in the financial industry for over 20 years and holds several licenses and certifications, including Series 7, 24, 63, and 65 licenses, as well as the Certified Financial Planner designation. Kay specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Kay also provides advisory services to other investment advisors. Kay is a dedicated and experienced financial advisor with a proven track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Consulting fees
1
2
GA
03/28/2018 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
05/08/2012 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
TX
05/06/2010 - 05/08/2012
DEWAAY FINANCIAL NETWORK, LLC (FRISCO TX)
TX
01/20/2006 - 05/07/2010
FSC SECURITIES CORPORATION (FRISCO TX)
IN
03/09/2000 - 01/24/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/09/2000 - 01/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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