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Kyle Matthew Tweet

Tweet Management Services, Inc.

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About Kyle Matthew Tweet

Kyle Tweet is a financial professional with over 20 years of experience. Kyle is a Registered Investment Advisor representative currently working at Tweet Management Services, Inc., based in LA MESA, CA. Kyle is a chartered financial consultant and holds Series 3, Series 7, and Series 66 licenses. Kyle has held previous positions at Ameriprise Financial Services, Inc. in SAN DIEGO, CA and IDS Life Insurance Company in Minneapolis, MN. Kyle is a highly experienced and knowledgeable financial advisor and is committed to providing clients with customized financial solutions. Kyle specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Kyle Tweet is currently registered with Tweet Management Services, Inc.. Tweet Management Services, Inc. is an investment advisory firm that manages approximately $87 million in assets for 598 clients. They offer financial planning and portfolio management services for individuals. The firm has 1 licensed agent and 2 investment adviser representatives.

$87.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyle Tweet’s Registration & Firm History

CA

04/05/2011 - Present

Tweet Management Services, Inc. (LA MESA CA)

CA

08/22/2001 - 01/06/2009

AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)

MN

08/22/2001 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/11/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/2009

Series 3 - National Commodity Futures Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Matthew Tweet.
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