Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Trautmann is a financial advisor based in Seattle, WA. Kyle has been in the financial services industry since 2009. Kyle has a Series 63 license and has passed the Series 6TO and SIE exams. Kyle is currently registered as a registered representative (RR) with Diversify Advisory Services, LLC and holds an active registration in Washington. Kyle works with individuals, high-net-worth individuals, and corporations. Kyle specializes in financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
10/31/2024 - Present
Diversify Advisory Services, LLC (Kirkland WA)
BC
Issued 07/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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