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 Teune is a registered representative with Raymond James Financial Services Advisors, Inc., and has been in the industry since April 2013. Kyle has a broad range of experience in the financial services industry, including positions at Wells Fargo Advisors, LLC, and OnPoint Community Credit Union. Kyle is a licensed investment advisor representative in the state of Oregon and holds several industry licenses, including Series 6, 7, 9, 10, 63, and 66. Kyle provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
04/11/2016 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND OR)
OR
04/08/2013 - 03/15/2016
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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