Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Eichorn is a registered Investment Advisor Representative and has been in the financial industry since 2015. Kyle is currently registered with Kovitz Investment Group Partners, LLC in Pittsburgh, Pennsylvania. Kyle has experience with Kovitz Investment Group Partners, LLC, The Huntington Investment Company, Citizens Securities, Inc., and Citizens Bank, N.A. Kyle has passed the Series 65, Series 63, Series 7TO, and SIE exams. Kyle specializes in providing financial planning, portfolio management, and credit, cash, and insurance solutions to individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/04/2025 - Present
Kovitz Investment Group Partners, LLC (Pittsburgh PA)
OH
03/28/2023 - 08/28/2024
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
PA
06/16/2021 - 03/13/2023
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
MI
01/21/2020 - 12/31/2020
CITIZENS SECURITIES, INC. (FARMINGTON MI)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Kyle Eichorn is the right advisor for you? Invested Better is here to help.
