Unclaimed
Kyle Foresman is a financial professional with over 23 years of experience in the industry. Kyle has a wide range of experience, having worked with firms like LPL Financial LLC, NRP Financial, Inc., Citigroup Global Markets Inc., and Fifth Third Securities, Inc. Kyle currently works with Apollon Wealth Management, LLC and has been registered with them since June 22, 2023. Kyle is also registered as an investment advisor representative in Illinois. Kyle's specialties include financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and pooled investment vehicles.
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.
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.
1
2
IL
06/22/2023 - Present
Apollon Wealth Management, LLC (CHICAGO IL)
IL
11/30/2010 - 08/31/2023
LPL FINANCIAL LLC (NORTHBROOK IL)
IL
03/13/2009 - 11/30/2010
NRP FINANCIAL, INC. (WILMETTE IL)
IL
05/29/2007 - 04/02/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
09/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
OH
07/09/2001 - 09/03/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
07/03/2000 - 07/06/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 02/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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