Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Sweet is a registered investment advisor representative with Cetera Investment Advisers LLC. Kyle has been in the financial services industry since 2001 and has a Series 6, 7, and 66 licenses. Kyle has worked with several other firms throughout their career, including New England Securities, Primevest Financial Services, Inc., Natcity Investments, Inc., BANC One Securities Corporation, and First Investors Corporation. Kyle specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Kyle is currently registered in Florida, Georgia, Indiana, Ohio, Pennsylvania, and Tennessee.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
01/21/2014 - Present
Cetera Investment Advisers LLC (NOBLESVILLE IN)
IN
08/20/2010 - 12/13/2011
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
IN
05/25/2006 - 12/01/2006
PRIMEVEST FINANCIAL SERVICES, INC. (FISHERS IN)
OH
01/09/2004 - 10/14/2005
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
08/18/2003 - 01/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
03/26/2001 - 07/01/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 9/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 3/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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