Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Arthur Sutton is a financial advisor with SPC. Kyle has been in the industry since 1993 and has extensive experience providing financial planning and investment advice to individuals, families, and businesses. Kyle holds several licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. Kyle also has experience in pension consulting and educational seminars. Kyle is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
10/31/2012 - Present
SPC (ANN ARBOR MI)
UT
01/01/2008 - 10/23/2012
WELLS FARGO ADVISORS, LLC (DRAPER UT)
UT
08/15/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DRAPER UT)
NY
04/26/1995 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
UT
07/02/1993 - 01/13/1995
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
IA
Issued 05/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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