Unclaimed
Kyle Jason Haslebacher is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Kyle has been in the industry since 2021, and is licensed to provide investment advice in Oregon. Kyle has a background in insurance and has a deep understanding of the financial needs of individuals and families. Kyle is committed to providing personalized financial advice to help clients 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
OR
10/05/2023 - Present
Bankers Life Advisory Services, Inc. (Salem OR)
OR
06/03/2021 - 10/22/2021
PAULSON INVESTMENT COMPANY LLC (PORTLAND OR)
BOTH
Issued 08/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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