Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle J Hickey is a Registered Representative with Private Client Services, LLC dba Jameson & Griffin Financial. Kyle is also a Registered Investment Advisor representative with Private Client Services, LLC. Kyle has been in the financial industry for over 10 years and is also a licensed insurance agent. Kyle has experience working with individuals, corporations, pension and profit-sharing plans, and other clients. Kyle offers a range of advisory services, including financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
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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OH
03/17/2023 - Present
Private Client Services, LLC (Westerville OH)
OH
11/17/2021 - 03/17/2023
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
11/02/2020 - 10/15/2021
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
01/15/2016 - 11/07/2019
MID ATLANTIC CAPITAL CORPORATION (DUBLIN OH)
OH
07/17/2014 - 12/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (DUBLIN OH)
IA
Issued 05/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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