Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Lee Miller is a registered representative with Stifel, Nicolaus & Company, Inc. and has been in the securities industry since October 4, 2000. Kyle is a Series 7, 24 and 63 licensed professional, who also has passed the SIE and Series 4 exams. Kyle is a well-rounded financial advisor with experience in a variety of industries, including insurance, banking and investment advisory services. Kyle has a proven track record of success in helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NE
12/01/2022 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
01/27/2005 - 11/30/2022
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
SC
06/05/2001 - 01/07/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
06/02/1999 - 02/18/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/02/1999 - 02/18/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2010
Series 4 - Registered Options Principal Examination
BC
Issued 04/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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