Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Sue Williams is a registered representative with J.p. Morgan Securities LLC, located in FLOWER MOUND, TX. Kayla has been in the financial services industry since 2006 and has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kayla is also a registered investment advisor representative in Texas. Kayla's firm, J.p. Morgan Securities LLC, is a large financial institution with offices across the country. The firm offers a wide range of financial services, including investment management, financial planning, and brokerage services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (FLOWER MOUND TX)
TX
08/10/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LEWISVILLE TX)
TX
05/01/2006 - 05/05/2009
SIGNATOR INVESTORS, INC. (DALLAS TX)
BOTH
Issued 02/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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