Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Layla? Claim Your ProfileLayla Adams is a registered representative with Fidelity Personal And Workplace Advisors, where Layla has been working since May 2023. Layla is active in both Broker-Dealer and Investment Advisor roles. Prior to working with Fidelity Personal And Workplace Advisors, Layla has worked at other firms such as Citigroup Global Markets Inc. and Charles Schwab & Co., Inc. Layla Adams is registered in 53 states and the District of Columbia. Layla Adams holds the Series 63, 66, and 7 licenses, and the SIE exam certification. Layla focuses on portfolio management for individuals and businesses, and provides financial planning services.
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.
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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2
TX
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (IRVING TX)
TX
01/12/2022 - 05/01/2023
CITIGROUP GLOBAL MARKETS INC. (Irving, TX)
TX
01/13/2020 - 12/17/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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