Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Decker is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Kyle has been in the securities industry since August 1998. Kyle is registered with the Financial Industry Regulatory Authority (FINRA) and has Series 63, 7, 24 and 65 licenses. Kyle has worked for Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Kyle specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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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2
AZ
03/06/2020 - Present
Wells Fargo Advisors Financial Network, LLC (SCOTTSDALE AZ)
AZ
10/15/2009 - 03/06/2020
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
AZ
08/31/1998 - 10/21/2009
UBS FINANCIAL SERVICES INC. (PHOENIX AZ)
IA
Issued 09/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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