Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Kyles is a financial advisor with over 20 years of experience in the industry. Greg is currently registered with Charles Schwab & Co., Inc. and has previously been registered with TD AMERITRADE, INC., BROKER DEALER FINANCIAL SERVICES CORP., RAYMOND JAMES & ASSOCIATES, INC., JOHN HANCOCK DISTRIBUTORS LLC, EDWARD JONES, and CLAYMORE SECURITIES, INC.. Greg is a Series 6, 7, 24, 63 and 65 licensed professional. Greg has a strong background in providing financial advice to individuals and families. Greg has a deep understanding of the investment industry and is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IL
01/27/2022 - Present
Charles Schwab & CO., Inc. (Oak Brook IL)
IL
10/09/2017 - 07/29/2024
TD AMERITRADE, INC. (Oak Brook IL)
IL
01/28/2015 - 09/15/2017
BROKER DEALER FINANCIAL SERVICES CORP. (WESTMONT IL)
IL
05/29/2012 - 07/21/2014
RAYMOND JAMES & ASSOCIATES, INC. (LOVES PARK IL)
IL
10/12/2011 - 02/01/2012
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
MO
10/06/2009 - 02/02/2011
EDWARD JONES (ST. LOUIS MO)
IL
10/19/2005 - 06/25/2009
CLAYMORE SECURITIES, INC. (GENEVA IL)
TX
07/23/1999 - 10/17/2005
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IA
Issued 05/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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