Unclaimed
Kyle Edward Setzer is a registered representative with MML Investors Services, LLC. Kyle holds Series 63 and 65 licenses, allowing Kyle to provide investment advice and sell securities in Rhode Island. Kyle also has Series 6TO and SIE licenses, demonstrating Kyle's experience in the financial industry. Kyle is also licensed in Texas and Florida. Kyle has a strong work history, including experience at MassMutual Life Insurance Co. and Classic Pizza & Grill. Kyle is active in the community and enjoys providing financial advice to individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
RI
01/10/2025 - Present
MML Investors Services, LLC (WARWICK RI)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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