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 Obrien is a financial advisor registered with B. Riley Wealth Advisors, Inc. Kyle has been working in the financial industry since January 19, 2017. Kyle has worked for several firms, including National Securities Corporation, Winslow, Evans & Crocker, Inc., and Signator Investors, Inc. Kyle is currently registered in 27 states and holds several licenses including Series 6, 7, 63, and 65.
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.
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.
1
2
MA
03/24/2021 - Present
B. Riley Wealth Advisors, Inc. (BOSTON MA)
MA
03/19/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
06/01/2018 - 04/13/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
07/26/2016 - 12/04/2017
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 10/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Obrien is the right advisor for you? Invested Better is here to help.
