Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Bonfield is a financial advisor at Raymond James Financial Services Advisors, Inc. Kyle has been in the industry since 2018. Previously, Kyle was employed at EDWARD JONES. Kyle holds a Series 7 and Series 66 license, in addition to the SIE. Currently, Kyle is licensed in 19 states and provides financial planning, pension consulting, and educational seminars, in addition to portfolio management. Kyle also has experience in portfolio management for businesses and individuals, as well as selection of other advisors. Kyle is registered as a broker-dealer and investment advisor representative.
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
IL
08/25/2023 - Present
Raymond James Financial Services Advisors, Inc. (Wheaton IL)
IL
11/01/2018 - 08/28/2023
EDWARD JONES (Wheaton IL)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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