Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Edward Herrington is a registered investment advisor representative with Eagle Strategies LLC. Kyle has been in the industry since 1991 and holds a Series 6, 63, and 65 licenses. Kyle has a long and varied career in financial services, working with firms such as MetLife Securities Inc. and First Investors Corporation. Kyle is currently registered in 23 states as a broker-dealer and in 2 states as an investment advisor. Kyle specializes in providing financial planning, educational seminars, and portfolio management for individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
NY
09/21/2021 - Present
Eagle Strategies LLC (TRUMANSBURG NY)
MA
02/19/1991 - 10/03/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/19/1991 - 10/03/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
02/07/1985 - 03/11/1985
FIRST INVESTORS CORPORATION
IA
Issued 9/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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