Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Robertson is a financial advisor with Ameriprise Financial Services, LLC, based in Scottsdale, Arizona. Kyle has been in the financial services industry since 2004 and has extensive experience working with individuals, families, and businesses. Kyle holds the Series 65, 66, 7, 9, and 10 licenses and is also a Certified Financial Planner. In addition to Ameriprise, Kyle has also worked with Raymond James Financial Services, Inc., and Cambridge Investment Research, Inc.
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.
Asset allocation services
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.
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2
AZ
10/02/2023 - Present
Ameriprise Financial Services, LLC (Scottsdale AZ)
AZ
04/18/2016 - 10/12/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
09/29/2015 - 04/29/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
AZ
04/11/2008 - 08/06/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/13/2003 - 03/17/2008
FOX & COMPANY INVESTMENTS INC. (PHOENIX AZ)
IA
Issued 02/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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