Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Durant is an investment advisor representative who has been in the industry since December 2019. Kyle is currently registered with Fidelity Personal AND Workplace Advisors, and previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kyle holds the Series 66, Series 7TO, and SIE licenses and is registered in Arizona, California, Nevada, New Jersey, and Texas. Kyle's background includes a variety of experience in finance, sales, and customer service. Kyle is dedicated to providing financial advice that is tailored to meet each client's individual needs and 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.
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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CA
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
11/16/2019 - 12/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 12/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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