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 financial advisor with over 30 years of experience in the industry. Kyle is registered with Eagle Strategies LLC, a registered investment advisor firm, and is currently licensed in 25 states. Kyle has also worked with firms such as Metlife Securities Inc. and First Investors Corporation. Kyle holds the Series 6, Series 63 and Series 65 securities licenses, as well as the SIE exam. Kyle specializes in financial planning, portfolio management, and pension consulting. Kyle is a Chartered Financial Consultant.
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 (PAINTED POST 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 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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