Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Corgan is a financial advisor who has been in the industry since 2001. Kyle holds Series 7, 63, 65, and 66 licenses and the SIE certification. Kyle is currently registered with Newbridge Financial Services Group, Inc. in North Carolina as an Investment Advisor Representative. Before joining Newbridge Financial Services Group, Inc., Kyle worked at Fidelity Brokerage Services LLC and David Lerner Associates, Inc. Kyle also has insurance licenses and provides financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kyle offers financial advice to clients with a focus on investments, retirement planning, and estate planning. Kyle is committed to providing personalized financial guidance to his clients, helping them achieve their financial goals.
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.
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.
Promoter fees
1
2
FL
07/10/2018 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
NY
10/04/2011 - 01/03/2018
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
09/07/2001 - 09/15/2011
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 04/12/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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