Unclaimed
Kyle Clement is a financial advisor who has been in the industry since March 2009. Kyle currently works for Planmember Securities Corp. and is registered with the state of Michigan. Kyle has experience working for Legend Equities Corporation and has held various roles in the industry, including Vice President of Recruiting and Sales. Kyle is also a board member of the Caledonia Community Schools and has expertise in insurance and retirement planning.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
02/18/2016 - Present
Planmember Securities Corp. (Grandville MI)
MI
03/25/2009 - 02/18/2016
LEGEND EQUITIES CORPORATION (GRANDVILLE MI)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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