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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Francis Quinn is a financial advisor with Mariner Wealth, a firm based in Overland Park, KS. Kyle has been in the financial industry since 2001 and has a diverse background in financial services. Kyle holds the Series 6, 7, 26, 63, and 65 licenses, as well as the SIE certification. Kyle also holds the Certified Financial Planner designation.
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.
Family office services
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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KS
01/10/2011 - Present
Mariner Wealth (OVERLAND PARK KS)
CA
03/29/2012 - 08/10/2016
MONTAGE SECURITIES, LLC (SAN DIEGO CA)
CA
06/04/2009 - 03/30/2012
CBIZ FINANCIAL SOLUTIONS, INC. (LOS ANGELES CA)
NY
04/01/2006 - 05/19/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
08/23/2004 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IN
12/16/2002 - 08/06/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
TX
07/31/2001 - 11/25/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
07/07/1999 - 07/20/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
07/01/1998 - 06/21/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
01/03/1997 - 07/06/1998
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
AZ
03/14/1995 - 01/02/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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