Kayla Kennelly
Professional summary
Kayla Kennelly, who also goes by Kayla M Flaten, Kayla Marie Flaten, Kayla Marie Kennelly, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Jericho, New York.
Kayla is registered as a RR (Registered Representative) and started their career in finance in 2013. Kayla has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kayla Kennelly's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 22, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2 Jericho Plaza Suite 208, Jericho, NY 11753March 25, 2021 - May 2, 2025
GOLDMAN SACHS CUSTODY SOLUTIONS
August 30, 2016 - August 16, 2018
PERSHING ADVISOR SOLUTIONS LLC
February 18, 2013 - August 31, 2016
PERSHING LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/23/2025)
(5/22/2025)
Exams
FINRA
Current Firm
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747 / SEC#: , 8-46844
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 11 |
| Arbitration | 2 |
Red Flags
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