Unclaimed
Kyle Brandon Zingone is a financial advisor with Ameriprise Financial Services, LLC. Kyle has been in the financial industry since February 23, 2013. Kyle has a Series 66, Series 7 and SIE license. Kyle currently provides financial services in Connecticut, Delaware, Florida and Texas. Kyle has previously worked for RBC Capital Markets, LLC and Morgan Stanley Smith Barney.
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 services
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.
1
2
FL
05/27/2022 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
CT
06/10/2013 - 06/07/2022
RBC CAPITAL MARKETS, LLC (Westport CT)
CT
07/26/2012 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (WESTPORT CT)
CT
07/20/2011 - 09/22/2011
MORGAN STANLEY SMITH BARNEY (WESTPORT CT)
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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