Unclaimed
Kyle Barnhouse is a registered representative with Raymond James Financial Services Advisors, Inc. located in Athens, Ohio. Kyle has been in the financial services industry since December 2021 and has been with Raymond James Financial Services Advisors, Inc. since June 2024. Kyle has a Series 7TO, Series 66, and SIE license. Kyle offers a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Kyle is also registered as an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Ohio.
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
OH
06/05/2024 - Present
Raymond James Financial Services Advisors, Inc. (Athens OH)
BOTH
Issued 05/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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