Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla McNamara is a registered investment advisor representative in Arizona. Kayla has 7 years of experience in the financial services industry. Kayla is currently employed by Concurrent Investment Advisors, LLC. Previously, Kayla worked at Raymond James Financial Services, Inc. Kayla holds the Series 7 and Series 66 licenses. Kayla has a Certified Financial Planner designation. Kayla specializes in working with high-net-worth individuals, corporations and pension plans.
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.
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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FL
04/29/2024 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
AZ
12/16/2016 - 04/25/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 03/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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