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 Spayth is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kyle has been in the industry since September 2016. Kyle specializes in providing financial advice and investment management services to individuals, families, and businesses. Kyle is registered to provide investment advice in 31 states and is also a registered representative with FINRA. Kyle holds a Series 7, Series 66, and SIE licenses. Kyle is a member of the Bank of America team and works out of the Orland Park, Illinois branch office.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
10/12/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ORLAND PARK IL)
IL
09/19/2016 - 03/28/2017
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 11/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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