Unclaimed
Kyle Anderson is a financial advisor with Hornor, Townsend & Kent, LLC. Kyle is registered with the state of Massachusetts and Texas. Kyle has been in the securities industry for over 9 years. Kyle is a Certified Financial Planner™. Kyle provides investment advice to individuals and families, as well as businesses. Kyle specializes in financial planning, portfolio management, and retirement planning. Kyle also provides advisory services to charitable organizations and pension and profit-sharing plans.
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.
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.
Trail commissions, distribution assistance fees
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2
MA
01/24/2020 - Present
Hornor, Townsend & Kent, LLC (BURLINGTON MA)
NY
12/23/2013 - 04/30/2018
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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