Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Matthew Ross is a financial professional with over 9 years of experience in the industry. Kyle is currently registered with Hamilton Lane Securities LLC. Prior to this, Kyle was with Capital Dynamics Broker Dealer LLC, Delaware Distributors, L.P., RS Funds Distributor LLC, Guardian Investor Services LLC and NYLIFE Securities LLC. Kyle holds Series 6, 7, 63, 65 and SIE licenses. Kyle is registered in 51 states and the District of Columbia.
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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2
PA
04/03/2024 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
NY
07/20/2022 - 03/29/2024
CAPITAL DYNAMICS BROKER DEALER LLC (NEW YORK NY)
PA
11/28/2017 - 08/04/2022
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
06/02/2014 - 07/29/2016
RS FUNDS DISTRIBUTOR LLC (VILLANOVA PA)
NY
05/22/2014 - 06/02/2014
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
08/15/2013 - 05/13/2014
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 02/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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