Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Allen Day is a financial advisor with over 14 years of experience in the financial services industry. Kyle is registered with LPL Financial LLC and holds several licenses and certifications, including Series 66, Series 7, and Series 10. Kyle has previously worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Kyle specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Kyle serves clients in a number of states, including Utah, Texas, California, and Colorado.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
04/17/2024 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
01/03/2011 - 04/30/2024
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
OR
10/29/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (ASTORIA OR)
BOTH
Issued 11/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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