Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Lynn Price is a registered investment advisor representative with Principal Securities, Inc. located in Des Moines, IA. Kayla has been in the financial services industry since June 2018 and has a Series 6, Series 63, Series 99TO, and SIE license. Kayla also holds a Series 65 license, which allows her to provide investment advisory services. Previously, Kayla worked at Prudential Investment Management Services LLC in Dubuque, IA. Kayla is a member of the Linn County Board of Adjustments.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
12/15/2023 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
07/20/2016 - 08/18/2021
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Dubuque IA)
IA
Issued 12/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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