Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Alan Herrman is a Registered Representative and Investment Advisor Representative with Wells Fargo Clearing Services, LLC, with over 25 years of experience in the financial industry. Kyle has been registered with the state of Kansas since 1997. Kyle is currently registered with the state of Texas. Prior to joining Wells Fargo Clearing Services, LLC, Kyle was employed at Commerce Brokerage Services, INC., Main Street Securities, LLC, and Professional Investment Services, INC. Kyle has been active in the industry since 1997. Kyle specializes in providing investment advice and financial planning services to individuals, corporations, 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.
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
KS
10/26/2016 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY KS)
KS
07/16/2003 - 10/26/2016
COMMERCE BROKERAGE SERVICES, INC. (GARDEN CITY KS)
KS
09/22/1999 - 07/11/2003
MAIN STREET SECURITIES, LLC (HAYS KS)
KS
03/31/1997 - 09/24/1999
PROFESSIONAL INVESTMENT SERVICES, INC. (WINFIELD KS)
IA
Issued 08/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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