Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Abbot is a financial advisor with Edward Jones and has been in the industry since 2010. Kyle holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials Exam (SIE). Kyle has experience working with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Kyle is committed to providing comprehensive financial advice and personalized service to help clients achieve their financial goals. Kyle previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander Securities, LLC.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
12/08/2023 - Present
Edward Jones (Hamilton NJ)
NJ
10/17/2019 - 09/05/2023
SANTANDER SECURITIES LLC (Freehold NJ)
NJ
05/08/2013 - 08/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRADLEY BEACH NJ)
NJ
03/01/2010 - 10/19/2011
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
IA
Issued 03/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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