Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Vandermey is a financial advisor with World Investment Advisors, LLC. Kyle has a Series 6, Series 7TO, and Series 65 license, as well as the SIE exam. Kyle has over 6 years of experience in the financial services industry and specializes in providing financial planning, portfolio management, and pension consulting services. Kyle is registered to provide investment advisory services in California. Prior to joining World Investment Advisors, LLC, Kyle worked at CAPFINANCIAL SECURITIES, LLC. Kyle's experience, knowledge and dedication make a valuable resource for clients seeking financial guidance.
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.
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CA
03/02/2020 - Present
World Investment Advisors, LLC (Santa Barbara CA)
CA
04/12/2017 - 09/01/2017
CAPFINANCIAL SECURITIES, LLC. (Santa Barbara CA)
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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