Unclaimed
Kyle L Malone is a financial advisor with over 7 years of experience in the financial industry. Kyle is registered with State Farm VP Management Corp. and has passed the Series 6, Series 63, Series 6TO, Series 26, and SIE exams. Kyle’s previous employment was with W&S Brokerage Services, Inc. in Troy, Ohio. Kyle is currently licensed to provide financial services in Ohio.
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
OH
11/23/2021 - Present
State Farm VP Management Corp. (CINCINNATI OH)
OH
09/26/2014 - 11/27/2019
W&S BROKERAGE SERVICES, INC. (Troy OH)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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