Kayla E. Cohen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kayla Elizabeth Cohen, who also goes by Kayla Elizabeth Truskin, was a registered financial professional .
Kayla is a previously registered financial professional and started their career in finance in 2013. Kayla had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 25, 2018 - December 4, 2019
USAA FINANCIAL ADVISORS, INC.
October 18, 2018 - December 4, 2019
USAA INVESTMENT SERVICES COMPANY
January 8, 2018 - December 4, 2019
USAA INVESTMENT SERVICES COMPANY
March 16, 2017 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
December 9, 2016 - October 23, 2018
USAA FINANCIAL ADVISORS, INC.
August 5, 2013 - August 12, 2016
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 3/19/2024
General Securities Representative ExaminationCurrent Firm
USAA FINANCIAL ADVISORS, INC.
CRD#: 129035 / SEC#: , 8-66197
Contact information
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
