Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Bradley Short is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kyle has been in the securities industry since 2017. Kyle is registered to offer securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Kyle specializes in providing financial advice to high-net-worth individuals, corporations, pension plans, and charitable organizations. Kyle also has experience in providing portfolio management for businesses and individuals. Kyle holds the Series 7, Series 66, and SIE licenses. Kyle is also a licensed real estate owner. Kyle has been recognized for Merrill Lynch for outstanding performance in the securities industry.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
RI
03/31/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
BOTH
Issued 03/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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