Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Andrew Manez is a registered Investment Advisor Representative with Arboretum Investment Advisors, LLC. Kyle has over 10 years of experience in the financial services industry. Kyle has held previous positions with J.P. Morgan Securities LLC and Chase Investment Services Corp.. Kyle is a Series 6, Series 63, and Series 65 licensed professional. Kyle is also an IAABO referee for basketball and flag football.
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.
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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NH
04/13/2023 - Present
Arboretum Investment Advisors, LLC (PORTSMOUTH NH)
NY
10/01/2012 - 01/26/2015
J.P. MORGAN SECURITIES LLC (WANTAGH NY)
NY
05/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WANTAGH NY)
IA
Issued 04/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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