Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Lane Kyle is a financial advisor with over 30 years of experience in the financial services industry. Danny is currently registered with Oppenheimer & Co. Inc. in the states of Illinois, Louisiana, and Texas. Danny has previously been registered with CIBC WORLD MARKETS CORP. and MCDONALD & COMPANY SECURITIES, INC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
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
IL
04/16/2016 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
NY
05/05/1993 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
OH
01/21/1987 - 05/13/1993
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 11/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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