Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jensen Kirwan is a financial advisor with over 15 years of experience in the industry. Kyle is currently registered as a Registered Representative with Independent Financial Group, LLC. Previously, Kyle has worked with several other firms including KALOS CAPITAL, INC., FIRST HEARTLAND CAPITAL, INC., SILVER OAK SECURITIES, INCORPORATED, MTL EQUITY PRODUCTS, INC., STONEHURST SECURITIES, INC., and COMMUNITY BANKERS SECURITIES, LLC. Kyle holds several licenses including Series 6, 7, 63, 65, SIE, and 6TO. Kyle specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
08/11/2021 - Present
Independent Financial Group, LLC (HENDERSON NV)
NV
09/14/2015 - 08/02/2021
KALOS CAPITAL, INC. (Henderson NV)
NV
01/09/2013 - 09/14/2015
FIRST HEARTLAND CAPITAL, INC. (HENDERSON NV)
NV
10/26/2011 - 01/04/2013
SILVER OAK SECURITIES, INCORPORATED (HENDERSON NV)
NV
07/30/2007 - 10/16/2008
MTL EQUITY PRODUCTS, INC. (LAS VEGAS NV)
NV
08/31/2006 - 11/30/2006
STONEHURST SECURITIES, INC. (LAS VEGAS NV)
NV
02/03/2006 - 08/30/2006
COMMUNITY BANKERS SECURITIES, LLC (LAS VEGAS NV)
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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