Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Penland is a financial professional who has been in the industry since March 2013. Kyle is currently registered with Sanctuary Securities, Inc. and holds a Series 6, Series 63, and Series 66 license. Kyle previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and CUNA Brokerage Services, Inc. Kyle is registered in California.
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.
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.
1
2
IN
09/01/2021 - Present
Sanctuary Securities, Inc. (INDIANAPOLIS IN)
CA
11/11/2019 - 03/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
WI
12/15/2011 - 01/15/2019
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
BOTH
Issued 11/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Penland is the right advisor for you? Invested Better is here to help.
