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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Christine Holland is a Registered Investment Advisor representative with Crestwood Advisors. Kayla has been working in the financial industry since 2014. Kayla has a Series 7, Series 63 and Series 65 license. Kayla specializes in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Crestwood Advisors is a fee-only firm that provides financial planning, portfolio management, and other services to a variety of clients.
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.
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.
Family office consulting, credit and cash management solutions, insurance solutions
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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MA
11/14/2018 - Present
Crestwood Advisors (BOSTON MA)
MA
12/15/2014 - 12/27/2016
NEWBURY STREET CAPITAL LIMITED PARTNERSHIP (BOSTON MA)
IA
Issued 11/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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