Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Birds? Claim Your ProfileBirds Kyle Horton is a registered Investment Advisor Representative. Kyle Horton currently works for Sentinel Asset Management, LLC. Kyle Horton has been in the financial industry for 32 years and has experience with several firms in the industry including CADARET, GRANT & CO., INC., SORRENTO PACIFIC FINANCIAL, LLC, CUSO FINANCIAL SERVICES, L.P., WELLS FARGO CLEARING SERVICES, LLC and AMERIPRISE FINANCIAL SERVICES, INC.. Kyle Horton is licensed to provide financial advice in Maryland and specializes in Portfolio Management for Individuals and Financial Planning. Kyle Horton has been in the industry since 1991.
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.
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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CT
06/18/2024 - Present
Sentinel Asset Management, LLC (WALLINGFORD CT)
NY
04/06/2021 - 08/10/2021
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CA
02/24/2021 - 08/10/2021
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
02/04/2021 - 08/10/2021
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
GA
04/20/2012 - 01/23/2020
WELLS FARGO CLEARING SERVICES, LLC (COVINGTON GA)
GA
02/20/2009 - 04/23/2012
AMERIPRISE FINANCIAL SERVICES, INC. (DULUTH GA)
GA
05/07/2009 - 11/23/2010
SECURITIES AMERICA, INC. (SANDY SPRINGS GA)
GA
03/28/2002 - 01/13/2009
AIG RETIREMENT ADVISORS, INC. (ATLANTA GA)
NY
04/19/2001 - 03/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
10/01/2000 - 03/16/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/07/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MI
05/07/1993 - 01/08/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NA
09/09/1991 - 10/02/1991
F.N. WOLF & CO., INC.
IA
Issued 04/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/09/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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