Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kay? Claim Your ProfileKay Wilson is a financial advisor with over 17 years of experience in the industry. Kay currently works at Arkadios Wealth Advisors in Atlanta, GA. Kay has held previous positions at Morgan Stanley, UBS Financial Services Inc., J.P. Morgan Securities LLC, Barclays Capital Inc., Lehman Brothers Inc., and Wachovia Securities, Inc. Kay's areas of specialization include investment advisory services, financial planning, and pension consulting. Kay is registered to provide investment advice in Georgia.
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.
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.
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2
GA
07/08/2024 - Present
Arkadios Wealth Advisors (Atlanta GA)
GA
02/27/2023 - 07/04/2024
MORGAN STANLEY (Atlanta GA)
GA
03/20/2018 - 11/01/2018
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
03/16/2009 - 03/20/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
09/22/2008 - 03/20/2009
BARCLAYS CAPITAL INC. (ATLANTA GA)
GA
07/07/2006 - 09/22/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
MO
08/22/2002 - 11/22/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
BC
Issued 10/13/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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