Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle John Saenz is a financial advisor registered with The Ameriflex Group. Kyle has been in the industry since August 20, 2008, and has a wide range of experience working with a diverse clientele, including high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses, and individuals other than high net worth. Kyle holds the Series 7 and Series 66 licenses and is registered in several states, including California, Texas, Nevada, Pennsylvania, Tennessee, Arizona, Georgia, Idaho, Illinois, Utah, and Washington. In addition to providing financial planning and investment advisory services, Kyle also offers insurance products and has experience working with both businesses and individuals.
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.
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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2
NV
11/01/2022 - Present
THE Ameriflex Group (LAS VEGAS NV)
CA
09/06/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SAN PEDRO CA)
CA
01/03/2011 - 08/22/2018
WELLS FARGO CLEARING SERVICES, LLC (TORRANCE CA)
CA
08/07/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LONG BEACH CA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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