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 Shive is a financial professional with experience in the financial services industry since December 2020. Kyle is currently registered with Vanguard Marketing Corp. and holds Series 63, 7, and 66 licenses. Kyle is licensed to provide investment advice in 53 states and jurisdictions. Before joining Vanguard Marketing Corp., Kyle worked for AVANTAX INVESTMENT SERVICES, 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.
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.
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NC
02/03/2022 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
FL
11/30/2020 - 01/25/2022
AVANTAX INVESTMENT SERVICES, INC. (DeLand FL)
BC
Issued 12/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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