Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Leavitt is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since August 2021. Kyle is licensed to provide investment advice in Georgia and Texas. Kyle has passed the Series 7, Series 63, Series 65, and SIE exams, and has a wide range of experience serving clients in the financial services industry. Kyle offers a variety of services to his clients, including portfolio management, financial planning, and educational seminars. Kyle is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
04/28/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
GA
12/04/2019 - 03/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
IA
Issued 09/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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