Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Rebecca Wieding is an investment advisor representative registered with Corient. Kayla has been in the industry for several years and has experience with various financial services companies, including Goldman, Sachs & Co., J.P. Morgan Securities LLC, and Avalon Wealth Management LLC. Kayla is a licensed investment advisor representative in North Carolina and Texas. Kayla specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NC
05/02/2023 - Present
Corient (Charlotte NC)
TX
09/23/2020 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
07/19/2019 - 09/04/2020
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
NY
08/20/2012 - 08/05/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 04/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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