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Kayla Morelli Daniel

Diversify Advisory Services, LLC

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About Kayla Morelli Daniel

Kayla Morelli Daniel is a registered representative with Diversify Advisory Services, LLC, which is based in Sandy, Utah. Kayla has been active in the securities industry since July 19, 2017. Kayla is currently registered in California and Texas as an investment advisor representative. Kayla has previously worked at J.P. Morgan Securities LLC in Atlanta, Georgia. Kayla holds the Series 7, Series 66, and SIE licenses.

Firm Information

Kayla Daniel is currently registered with Diversify Advisory Services, LLC. Diversify Advisory Services, LLC is a registered investment advisor headquartered in Sandy, UT, with a strong focus on providing comprehensive financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm, with over 81 licensed agents and 127 registered representatives, manages over $2.8 billion in assets and offers various advisory services, including financial planning, selection of other advisors, and portfolio management for businesses and individuals.
Diversify Advisory Services, LLC

9017 S RIVERSIDE DR.

SANDY, UT 84070

$2.87B

Assets Under Management

30

Total Clients

106

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kayla Daniel’s Registration & Firm History

UT

12/22/2023 - Present

Diversify Advisory Services, LLC (SANDY UT)

GA

04/13/2017 - 06/19/2017

J.P. MORGAN SECURITIES LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 06/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kayla Morelli Daniel.
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