Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Dexter Dews is a financial advisor who has been in the industry since November 6, 2002. Kyle is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since July 2018. Kyle is registered in Maryland and Texas as an Investment Advisor Representative. Kyle's past experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Waddell & Reed, Inc. Kyle holds licenses for both securities and investments.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
04/20/2005 - 09/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
KS
09/17/2002 - 02/28/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 04/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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