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. Thomas is a financial professional with over 15 years of experience in the financial services industry. Kyle has a Series 6, 63, and 65 license, and he is currently registered with Great Valley Advisor Group, Inc., where he is an Investment Advisor Representative. Kyle previously worked with MML Investors Services, LLC and MSI Financial Services, Inc. Kyle is a dedicated and experienced financial advisor who works to help his clients achieve their financial goals. Kyle provides investment advisory services through Great Valley Advisor Group, Inc., an independent investment advisor firm. Kyle is committed to providing his clients with personalized financial advice and 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.
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.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
WI
01/31/2018 - Present
Great Valley Advisor Group, Inc. (Brookfield WI)
WI
03/25/2017 - 12/19/2017
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
02/08/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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