Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Kenton Roos is a registered representative of Thrivent Investment Management Inc. Kyle has been in the financial services industry for over 2 years. Kyle holds Series 66, Series 7TO, and SIE licenses and is registered with the state of New York. Kyle's office is located in Edmond, OK. Kyle is active in the Oklahoma and New York investment advisory communities.
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.
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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OK
08/16/2023 - Present
Thrivent Investment Management Inc. (Edmond OK)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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