Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Sullivan is a financial advisor with over 19 years of experience in the financial services industry. Kyle is a registered investment advisor representative with Osaic Advisory Services, LLC, which has offices in Bend, Oregon, Atlanta, Georgia, and Portland, Oregon. Kyle has previously worked with firms like Triad Advisors, LLC and Principal Securities, Inc., and has a broad understanding of financial markets and products. Kyle is dedicated to helping clients achieve their financial goals through personalized financial planning and investment management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
06/12/2020 - Present
Osaic Advisory Services, LLC (Bend OR)
OR
06/05/2020 - 08/23/2024
TRIAD ADVISORS LLC (Portland OR)
OR
10/30/2013 - 06/11/2020
PRINCIPAL SECURITIES, INC. (LAKE OSWEGO OR)
OR
01/29/2009 - 10/21/2013
METLIFE SECURITIES INC. (BEND OR)
OR
01/20/2005 - 01/14/2009
AMERICAN FAMILY SECURITIES, LLC (BEND OR)
IL
09/13/2004 - 12/06/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 11/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Sullivan is the right advisor for you? Invested Better is here to help.
