Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Benjamin Smith is a registered representative with MML Investors Services, LLC. Kyle has been working in the securities industry since 2015. Kyle has licenses in 53 states and is also a registered investment advisor in Pennsylvania and Texas. Kyle has a Series 7, Series 24, Series 52TO, Series 53, and a SIE exam. Kyle previously worked with TD Ameritrade, Inc., Scottrade, Inc. and Cambridge Investment Research, Inc.. Kyle works with individual investors, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Kyle has a strong background in financial planning, pension consulting, and portfolio management. Kyle is committed to providing his clients with personalized financial advice.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/21/2022 - Present
MML Investors Services, LLC (MECHANICSBURG PA)
PA
02/26/2018 - 12/03/2019
TD AMERITRADE, INC. (HARRISBURG PA)
MO
12/15/2015 - 02/26/2018
SCOTTRADE, INC. (ST. LOUIS MO)
PA
03/08/2013 - 12/26/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (WORMLEYSBURG PA)
BOTH
Issued 08/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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