Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Frankfurt is a financial advisor associated with Wells Fargo Clearing Services, LLC. Kyle has been in the industry for 1 year and is registered with FINRA as a Registered Representative. Kyle is licensed in Oklahoma and Texas and holds the Series 7TO and Series 66 licenses. Kyle is also a Registered Investment Advisor in Oklahoma and Texas. Kyle has been employed with Wells Fargo Clearing Services, LLC since December 2020. Prior to joining Wells Fargo Clearing Services, LLC, Kyle worked at RSM US LLP, BKD LLP, and the University of Oklahoma.
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.
Investment consulting services to institutional clients
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.
1
2
OK
08/04/2021 - Present
Wells Fargo Clearing Services, LLC (EDMOND OK)
BOTH
Issued 07/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kyle Frankfurt is the right advisor for you? Invested Better is here to help.
