Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Joseph Zappia is a financial advisor with LPL Financial LLC. Kyle has been a registered representative for more than 8 years, and a financial advisor for more than 7 years. Kyle has a strong track record of working with individuals, families, and businesses to help them reach their financial goals. Kyle holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Kyle is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
CO
01/05/2024 - Present
LPL Financial LLC (DENVER CO)
OH
07/14/2015 - 03/21/2017
EDWARD JONES (LEBANON OH)
BC
Issued 08/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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