Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Duffy is a financial advisor with U.S. Bancorp Investments, Inc. Kyle is registered to offer securities in California. Kyle has a Series 63, Series 66 and Series 7 license. Prior to joining U.S. Bancorp Investments, Inc. Kyle was employed by Wells Fargo Clearing Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
10/16/2023 - Present
U.s. Bancorp Investments, Inc. (Lincoln CA)
CA
05/01/2023 - 10/24/2023
WELLS FARGO CLEARING SERVICES, LLC (AUBURN CA)
BOTH
Issued 07/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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