Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Brendan Harvey is an investment advisor representative at Optima Capital LLC. Kyle holds a Series 65 license and is registered in California. Kyle has been in the industry since 2014. Optima Capital LLC is an investment advisory firm with offices in Visalia, California and Beaverton, Oregon. The firm provides financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
A percentage of the total value of assets under management is charged.
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CA
03/07/2023 - Present
Optima Capital LLC (Visalia CA)
IA
Issued 02/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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