Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla V Lucas-buchanan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Kayla has been in the industry since September 2007. Kayla is registered in 41 states as a broker and in 3 states as an Investment Advisor Representative. Kayla holds Series 7, Series 31, and Series 66 licenses. Kayla previously worked at Morgan Stanley & Co. Incorporated. Kayla offers a variety of financial services, including portfolio management, performance measurement reports, allocation modeling, IPS, research reports and services, educational seminars, pension consulting and selection of other advisers.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MT
01/13/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILLINGS MT)
CA
09/24/2007 - 01/14/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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