Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Bain is a financial professional with over 10 years of experience in the industry. Kyle is currently registered with Jacobi Capital Management, LLC as a Registered Representative (RA) and Investment Advisor Representative (IAR) in Pennsylvania. Prior to joining Jacobi Capital Management, LLC Kyle was affiliated with Hornor, Townsend & Kent, LLC in Conshohocken, Pennsylvania and Pillar Wealth Advisors, LLC in Westtown, Pennsylvania. Kyle is also registered as an IAR with Jacobi Wealth Advisors, LLC. Kyle has experience working with a variety of clients, including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Kyle holds Series 7, Series 66, and SIE licenses and provides financial planning, portfolio management, and investment advisory services.
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.
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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2
PA
06/04/2024 - Present
Jacobi Capital Management, LLC (PITTSTON PA)
PA
03/10/2014 - 06/05/2024
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
BOTH
Issued 04/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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