Unclaimed
Kyle Treadwell is a Registered Representative and Investment Advisor Representative, with over 8 years of experience in the financial services industry. Kyle currently works at Pruco Securities, LLC and is based in Plano, Texas. Kyle has been registered with FINRA since August 2014, with prior experience at Edward Jones. Kyle holds the Series 66, 7, and SIE licenses. Kyle specializes in retirement planning, insurance, investments, and wealth management.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
TX
11/16/2022 - Present
Pruco Securities, LLC (Plano TX)
TX
08/12/2014 - 10/06/2022
EDWARD JONES (DALLAS TX)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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