Unclaimed
Kyla Wilcox is a licensed securities professional registered in Missouri. Kyla currently works at PFS Investments Inc., a firm with a broad range of services for individuals and institutions. Kyla is experienced in financial planning and portfolio management, holding several industry licenses and certifications. Kyla has been in the financial industry since 2012.
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.
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.
1
2
MO
07/09/2024 - Present
PFS Investments Inc. (KANSAS CITY MO)
MO
04/05/2012 - 12/31/2016
PFS INVESTMENTS INC. (ST JOSEPH MO)
BC
Issued 07/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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