Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle McCord is a financial professional with over 13 years of experience in the industry. Kyle is registered with Equity Services, Inc. and is licensed to provide financial advice in Texas. Kyle has a strong track record of helping clients reach their financial goals. Kyle specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients, including individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
08/05/2024 - Present
Equity Services, Inc. (MONTPELIER VT)
KY
01/03/2022 - 05/17/2024
INVESTMENT DISTRIBUTORS, INC. (Covington KY)
AL
10/15/2021 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
OH
01/04/2017 - 01/18/2018
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
KY
01/11/2011 - 11/17/2016
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BC
Issued 11/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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