Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Paterik is a financial advisor with LPL Financial LLC. Kyle is based in Los Angeles, California and has been in the industry since December 2005. Kyle has a Series 66, Series 7, Series 6TO and SIE license. Previously, Kyle has worked for Securities America, Inc., National Planning Corporation, Chelsea Financial Services, LPL Financial LLC and Farmers Financial Solutions, LLC. Kyle specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/15/2021 - Present
LPL Financial LLC (LOS ANGELES CA)
CA
10/27/2017 - 12/21/2021
SECURITIES AMERICA, INC. (HUNTINGTON BEACH CA)
CA
04/01/2014 - 11/02/2017
NATIONAL PLANNING CORPORATION (HUNTINGTON BEACH CA)
CA
01/15/2014 - 02/24/2014
CHELSEA FINANCIAL SERVICES (IRVINE CA)
CA
02/19/2013 - 09/04/2013
LPL FINANCIAL LLC (IRVINE CA)
CA
01/14/2008 - 02/20/2013
FARMERS FINANCIAL SOLUTIONS, LLC (GLENDALE CA)
CA
04/26/2005 - 11/09/2007
THRIVENT INVESTMENT MANAGEMENT INC. (BURBANK CA)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Paterik is the right advisor for you? Invested Better is here to help.
