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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jeffrey Thompson is a registered investment advisor representative with Sageview Advisory Group, LLC. Kyle has been in the securities industry since 2007 and has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Kyle holds the Series 7, Series 63, Series 65 and Series 66 licenses. Kyle is currently registered in Arizona, California, New Hampshire, North Carolina, Oregon, Texas and Washington.
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.
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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CA
10/21/2021 - Present
Sageview Advisory Group, LLC (San Jose CA)
MI
02/28/2012 - 11/30/2016
TD AMERITRADE, INC. (BIRMINGHAM MI)
MI
10/27/2009 - 02/23/2012
CHASE INVESTMENT SERVICES CORP. (WALLED LAKE MI)
MI
05/08/2007 - 09/21/2009
HANTZ FINANCIAL SERVICES, INC. (OKEMOS MI)
IA
Issued 12/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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