Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Marcolla is a financial advisor with Stifel, Nicolaus & Company, Inc., registered in Missouri and active since December 2011. Kyle has been in the industry since November 2008 and holds a Series 7, Series 66, and SIE license. Kyle has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Kyle is a Certified Financial Planner and is also an active member of the Chillicothe, Missouri Chamber of Commerce and Hope Haven Industries, Inc., demonstrating a commitment to the community.
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
KS
12/08/2011 - Present
Stifel, Nicolaus & Company, Inc. (OVERLAND PARK KS)
MO
11/11/2008 - 12/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHILLICOTHE MO)
BOTH
Issued 01/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
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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