Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Cohen is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kyle has been in the industry since March 2017, previously working at Kalos Capital, Inc. and E*TRADE Securities LLC. Kyle has experience with a variety of investment products and services, including but not limited to portfolio management, investment planning, and retirement planning. Kyle is licensed in a wide range of states and has a Series 66 and Series 63 license. Kyle is dedicated to providing clients with personalized investment advice and helping them reach 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
10/12/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
GA
05/15/2018 - 05/16/2018
KALOS CAPITAL, INC. (ALPHARETTA GA)
GA
03/02/2017 - 05/11/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BOTH
Issued 07/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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