Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Christopher Roffina is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kyle has been in the industry since June 24, 2017. Kyle is registered in 44 states and has Series 7 and Series 66 licenses as well as the SIE exam. Kyle is also a Certified Financial Planner. Prior to joining Wells Fargo Advisors Financial Network, LLC, Kyle was a registered representative with WELLS FARGO CLEARING SERVICES, LLC and JANNEY MONTGOMERY SCOTT LLC. Kyle provides investment consulting services to institutional clients. Kyle is a registered representative of Wells Fargo Advisors Financial Network, LLC.
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.
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.
Investment consulting services to institutional clients
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.
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NJ
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LINWOOD NJ)
NJ
12/13/2018 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)
PA
06/16/2017 - 12/03/2018
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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