Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Hall is a financial advisor with Great Valley Advisor Group, Inc.. Kayla has been working in the financial services industry since 2014. Kayla is registered with the state of Minnesota and holds a Series 63 and Series 65 licenses. Kayla is committed to helping clients reach their financial goals through financial planning, portfolio management, and educational seminars.
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.
Consulting services
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
DE
08/23/2023 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
MN
09/21/2021 - 03/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
MN
10/08/2019 - 08/20/2020
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
MN
10/02/2018 - 09/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Deephaven MN)
MN
07/06/2015 - 06/21/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAINT CLOUD MN)
IA
Issued 08/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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