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 Sadler is a financial advisor with over 23 years of experience in the industry. Kyle Sadler is currently registered with Osaic Wealth, Inc. in Texas. Prior to joining Osaic Wealth, Inc., Kyle Sadler worked at Securities America, Inc. for 4 years. Kyle Sadler has a Series 6, 7, 24, 63 and 66. Kyle Sadler offers a variety of financial services, including financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. Kyle Sadler also has a strong commitment to the community and serves on the board of directors for Family Promise of Lake Houston.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (HUMBLE TX)
TX
07/31/2020 - 06/14/2024
SECURITIES AMERICA, INC. (HUMBLE TX)
TX
01/18/2011 - 08/17/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (HUMBLE TX)
TX
10/22/2008 - 02/03/2011
LPL FINANCIAL LLC (KINGWOOD TX)
TX
07/13/1999 - 11/03/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
TX
07/13/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 01/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Sadler is the right advisor for you? Invested Better is here to help.
