Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Jo Smiley is a Registered Representative and Investment Advisor Representative with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Kayla has been in the financial industry since 2009. Kayla has been registered with the state of Texas since 2011 and is currently registered in 16 states. Kayla's specializations include: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Selection of Other Advisors, Educational Seminars, and Furnishes Advice About Securities in Any Manner Not Described Above.
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.
Furnishes advice about securities in any manner not described above.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
03/16/2011 - Present
BOK Financial Securities, Inc. (Fort Worth TX)
TX
10/29/2009 - 03/18/2011
TD AMERITRADE, INC. (SOUTHLAKE TX)
TX
07/27/2009 - 10/15/2009
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 09/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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