Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Lukehart is a registered representative of Charles Schwab & CO., Inc., in Brookfield, WI. Kayla has been in the securities industry since September 1, 2016. Kayla is licensed to provide securities and investment advisory services in 13 states. Kayla has passed the Series 7, Series 66, and SIE exams. Kayla has experience at TD AMERITRADE, INC. in Brookfield, WI and previously worked at Lucia Capital Group in San Diego, CA.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
WI
03/18/2022 - Present
Charles Schwab & CO., Inc. (Brookfield WI)
WI
09/02/2016 - 07/29/2024
TD AMERITRADE, INC. (Brookfield WI)
BOTH
Issued 09/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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