Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jory Hansen is a financial professional with over 15 years of experience in the industry. Kyle is currently registered with Bancroft Capital, LLC and is located in Fort Washington, PA. Kyle previously held positions at Spartan Capital Securities, LLC, Drexel Hamilton, LLC, Cohen & Company Capital Markets, LLC and Capstone Investments. Kyle's expertise includes financial planning and pension consulting.
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.
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
PA
05/30/2023 - Present
Bancroft Capital, LLC (FORT WASHINGTON PA)
NY
12/20/2019 - 04/17/2023
SPARTAN CAPITAL SECURITIES, LLC (NEW YORK NY)
WI
05/13/2013 - 04/26/2019
DREXEL HAMILTON, LLC (MILWAUKEE WI)
WI
05/12/2011 - 11/09/2011
COHEN & COMPANY CAPITAL MARKETS, LLC (MILWAUKEE WI)
WI
05/11/2006 - 02/28/2011
CAPSTONE INVESTMENTS (MILWAUKEE WI)
BOTH
Issued 06/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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