Unclaimed
Kyle Lance Morlan is a financial professional with over 20 years of experience in the industry. Kyle has a strong background in investments and is dedicated to providing clients with personalized financial advice. Kyle is currently registered with Empower Financial Services, Inc. where they help individuals and families achieve their financial goals. Kyle has a Series 7, Series 6TO and SIE licenses. Kyle holds a current Series 6TO license allowing them to offer variable contracts and insurance-based products. Kyle also has experience with various other financial products.
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
CO
09/15/2017 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
KS
02/04/2009 - 12/28/2015
AMERITAS INVESTMENT CORP. (OVERLAND PARK KS)
IA
05/08/2008 - 05/30/2008
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
KS
06/30/2006 - 05/07/2008
AMERITAS INVESTMENT CORP. (OVERLAND PARK KS)
KS
10/21/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (OVERLAND PARK KS)
IA
10/20/1999 - 08/02/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
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 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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