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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 Christopher Smith is a financial advisor with Seia, a firm with a focus on providing comprehensive financial planning and portfolio management services to high-net-worth individuals, families, and institutions. Kyle has been in the industry since 2006, has a strong track record of success, and has earned the Certified Financial Planner designation. Kyle specializes in helping clients develop personalized financial plans that address their unique goals and objectives. In addition to his extensive knowledge of investment management, Kyle also has a solid understanding of insurance and estate planning, allowing him to provide clients with a holistic approach to their financial needs. Seia is committed to providing clients with the highest level of service and expertise, and Kyle is a valuable member of their team.
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.
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.
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.
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2
VA
11/14/2013 - Present
Seia (Tyson's Corner VA)
VA
11/02/2018 - 08/23/2023
OSAIC WEALTH, INC. (TYSONS CORNER VA)
VA
09/13/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (TYSONS CORNER VA)
IA
Issued 10/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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