Unclaimed
Layla Muniz Cavalcanti is a financial advisor with over 9 years of experience in the financial services industry. Layla is currently registered with Pgim Investments LLC as an Investment Advisor Representative. Prior to joining Pgim Investments LLC, Layla worked at PRUCO SECURITIES, LLC. and WELLS FARGO ADVISORS, LLC. Layla has passed the Series 6, Series 7, Series 24, Series 26, Series 63, and Series 65 exams. Layla specializes in providing financial advice to investment companies and other clients.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/10/2023 - Present
Pgim Investments LLC (Deerfield Beach FL)
FL
09/19/2014 - 08/10/2022
PRUCO SECURITIES, LLC. (BOCA RATON FL)
FL
04/08/2013 - 06/09/2014
WELLS FARGO ADVISORS, LLC (DEERFIELD BEACH FL)
IA
Issued 08/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/06/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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