Unclaimed
Kyle Brandon Zake is a financial advisor with Equitable Advisors, LLC and has been in the industry since 2002. Kyle has a wide range of experience and is registered in 19 states, including Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Missouri, New Mexico, North Carolina, Ohio, Oregon, Tennessee, Virginia, Washington, and Wisconsin. Kyle has a strong commitment to serving clients and is dedicated to helping individuals and families reach 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.
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.
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2
IL
05/23/2011 - Present
Equitable Advisors, LLC (OAK BROOK IL)
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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