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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Bronson O'Keefe is a financial advisor registered with Morgan Stanley. Kyle has been in the securities industry since July 2009. Kyle is licensed to offer securities and investment advice in Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Massachusetts, Michigan, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. Kyle holds the Series 7 and Series 66 securities licenses, as well as the Securities Industry Essentials Exam (SIE). Kyle has experience working at Edward Jones before joining Morgan Stanley. Kyle is also a co-owner of 8070 Arkona LLC, a land ownership company based in Clinton, Michigan.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
12/01/2022 - Present
Morgan Stanley (Ann Arbor MI)
MI
07/20/2009 - 12/02/2022
EDWARD JONES (ANN ARBOR MI)
BOTH
Issued 09/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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