Unclaimed
Kyra Laird is an investment advisor representative with Equitable Advisors, LLC, registered with the state of Texas. Kyra has been in the financial services industry since 2017. Kyra holds the Series 66, Series 7, and SIE licenses. Kyra has experience working with clients of all types, including individuals, corporations, and charitable organizations. Equitable Advisors, LLC provides a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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TX
09/03/2024 - Present
Equitable Advisors, LLC (DALLAS TX)
BOTH
Issued 08/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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