Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle David Smith is a registered representative with PFS Investments Inc. based in DILLSBURG, PA. Kyle has been in the financial services industry since 2013 and has a wide range of experience. Kyle holds the Series 6, 7, 63, and 66 licenses. Kyle is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/23/2020 - Present
PFS Investments Inc. (DILLSBURG PA)
VA
10/18/2013 - 11/30/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MC LEAN VA)
BC
Issued 07/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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