Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Rae Alexander is a financial advisor who is currently registered with Cambridge Investment Research Advisors, Inc. Kayla Alexander has been in the industry for a few years, and is currently pursuing the Registered Representative (Series 63 and 66) license. Kayla Alexander has a background in customer service and is passionate about helping people reach their financial goals. Kayla Alexander works with individuals and families to provide financial planning, portfolio management, and investment advisory services. Kayla Alexander is committed to providing personalized service and building long-term relationships with clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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CO
02/19/2025 - Present
Cambridge Investment Research Advisors, Inc. (Arvada CO)
Active
Inactive
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