Kayla Ann Stowe

Current Employers

Employment History

• 06/2010 → Present
  Neece, Malec, Seifert & Vitaz, Inc.
  Chardon, OH
• 01/2013 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → Present
  Lakeridge Wealth Management Llc
  Mentor, OH
• 08/2022 → Present
  Private Client Services
  Mentor, OH

Previous Registrations

• 2017-05-05 → 2022-08-03
  Cetera Wealth Services, Llc
  Chardon, OH
  Mentor, OH
• 2021-08-19 → 2021-12-31
  Lakeridge Wealth Management Llc
  Mentor, OH
• 2012-02-29 → 2013-01-28
  1St Global Advisors Inc
  Chardon, OH

Other Businesses

1) FIXED INSURANCE. 7470 CENTER STREET, MENTOR, OH 44060. FIXED LIFE INSURANCE. HELP CLIENTS WITH TERM LIFE INSURANCE POLICY, IF IT IS PART OF THEIR FINANCIAL PLAN. 4 HRS/MO; 2 DURING TRADING HRS. 2) LAKERIDGE WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. RIA. 160 HRS/MO; 120 DURING TRADING HRS. 3) NMS WEALTH MANAGEMENT. 7470 CENTER STREET, MENTOR, OH 44060. FINANCIAL PLANNING AND WEALTH MANAGEMENT. FINANCIAL ADVISOR AND ASSIST DIRECT OF WEALTH MANAGEMENT. 160 HRS/MO; 120 DURING TRADING HRS. 4) NORTHEAST OHIO FINANCIAL PLANNING ASSOCIATION. 1120 CHESTER AVENUE, SUITE 470, CLEVELAND, OH 44114. NORTHEAST OHIO FINANCIAL PLANNING ASSOCIATION CHAPTER. BOARD MEMBER, ATTEND METTINGS AND SHARE THOUGHTS ON WHAT WOULD BE GOOD MATERIAL & TOPICS FOR UPCOMING CONTINUING EDUCTION MEETINGS. 4 HRS/MO; 4 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-28

Designations