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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 Cafeo is a Registered Representative and Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Kyle has been active in the financial services industry since December 2021. Kyle has a combined state law examination (Series 66) and a Uniform Securities Agent State Law Examination (Series 63). Kyle also holds the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Kyle is registered to provide investment advice in 43 states. Kyle's firm, Fidelity Personal And Workplace Advisors, is a large firm with more than $1 billion in assets under management. The firm offers financial planning services, educational seminars, selection of other advisors, and portfolio management services.
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.
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.
1
2
VA
11/11/2022 - Present
Fidelity Personal AND Workplace Advisors (TYSONS CORNER VA)
BOTH
Issued 07/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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