Unclaimed
Kyle Thomas is a financial professional with over 20 years of experience in the financial services industry. Kyle has been registered with Pruco Securities, LLC since 2017, providing financial guidance to individuals and businesses. Prior to that, Kyle was with Allstate Financial Services, LLC and Woodbury Financial Services, Inc. Kyle holds several licenses and certifications, including Series 6, 7, 26 and 63, and is a Chartered Financial Consultant. Kyle specializes in providing financial planning, investment management, and insurance services.
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
MN
05/03/2017 - Present
Pruco Securities, LLC (ST. LOUIS PARK MN)
MN
11/12/2003 - 04/26/2017
ALLSTATE FINANCIAL SERVICES, LLC (Wayzata MN)
MN
04/21/2003 - 10/24/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AZ
02/16/2000 - 04/22/2003
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BC
Issued 02/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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