Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lakyia? Claim Your ProfileLakyia Machelle White is a registered investment advisor representative with Charles Schwab & CO., Inc. in Westlake, TX. Lakyia has been in the securities industry since November 2019. Lakyia is licensed to provide financial advice in the state of Texas. Lakyia holds the Series 7, Series 66 and SIE licenses. Lakyia has experience working with clients at Charles Schwab & Co., Inc. and SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. Lakyia also has experience working in asset management and real estate.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
05/24/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 12/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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