Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Logan Greer is a financial advisor who has been in the industry since April 2014. Kyle Logan Greer has been registered with Wells Fargo Clearing Services, LLC since May 2014. Kyle Logan Greer has passed the Series 6, Series 7, Series 63 and Series 65 exams. Kyle Logan Greer is also registered in Florida, Iowa and Texas. Kyle Logan Greer is a registered representative of Wells Fargo Advisors LLC. Kyle Logan Greer offers financial planning and investment consulting services.
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.
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.
Investment consulting services to institutional clients
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
TX
05/05/2014 - Present
Wells Fargo Clearing Services, LLC (DRIPPING SPRINGS TX)
IA
Issued 05/05/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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