Unclaimed
Kayla Dennis is a financial advisor with over 5 years of experience in the industry. Kayla is currently registered with Fifth Third Securities, Inc.. Kayla has previously been registered with W&S BROKERAGE SERVICES, INC.. Kayla has passed the Series 24, Series 63, Series 6TO, Series 7TO, SIE exams. Kayla also holds the Series 24 designation. Kayla specializes in 1, 4, 5, 6 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sponsor wrap fee 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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/18/2022 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
08/12/2019 - 07/12/2022
W&S BROKERAGE SERVICES, INC. (LOVELAND OH)
BC
Issued 7/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/7/2022
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 8/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 7/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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