Unclaimed
Kyle Garrett Kapetanakis is a financial advisor who has been in the industry since August 2009. Kyle is currently registered with ADP Broker-Dealer, Inc., and has passed the Series 6, Series 26, Series 63 and SIE exams. Kyle has a state registration in 51 states. Kyle has a branch office location at 740 Hamilton Blvd., in Allentown, Pennsylvania.
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.
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.
1
2
PA
08/06/2009 - Present
ADP Broker-Dealer, Inc. (Allentown PA)
BC
Issued 08/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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