Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Wesley is a financial advisor based in Fairfield, NJ, with over 10 years of experience in the industry. Kyle is currently registered as an investment advisor representative with Bleakley Financial Group, LLC. Previously, Kyle was affiliated with UBS Financial Services Inc., where they worked for over a year. Kyle holds Series 66, Series 24 and Series 7 licenses. Kyle has provided financial planning, portfolio management and other advisory services to individuals, corporations, and institutions. Kyle's specializations include investments, retirement planning, and insurance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Non-investment consulting/implementation services
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.
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NJ
07/15/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NC
04/11/2013 - 04/25/2014
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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