Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Wolf is a financial advisor at Edward Jones. Kayla has been in the financial services industry since September 15, 2016. Kayla is a Certified Financial Planner and holds the Series 63, Series 65, Series 7, Series 9, Series 10 and SIE licenses. Kayla is licensed in 51 states, the District of Columbia and in Ohio and Texas for investment advisory services. Prior to joining Edward Jones, Kayla worked at Charles Schwab & Co., Inc. in Indianapolis, Indiana, and Fidelity Brokerage Services LLC in Covington, Kentucky. Kayla has a strong background in providing financial planning and portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
03/19/2024 - Present
Edward Jones (ST LOUIS MO)
IN
04/11/2018 - 08/28/2023
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
KY
08/22/2016 - 03/28/2018
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 04/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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