Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Puchko-Stephenson is a financial professional with over 13 years of experience in the financial services industry. Kayla is registered with Park Avenue Securities LLC in Johnstown, PA. Kayla has a wide range of experience in financial planning, portfolio management, and educational seminars. Kayla is dedicated to helping clients reach their financial goals.
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.
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.
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2
PA
10/04/2021 - Present
Park Avenue Securities LLC (JOHNSTOWN PA)
PA
07/16/2009 - 10/01/2021
THE O.N. EQUITY SALES COMPANY (JOHNSTOWN PA)
IA
Issued 02/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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