Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Wood is a registered investment advisor representative with First Trust Advisors LP. Kyle has been in the securities industry for over 10 years, having started their career at Purdue University. Kyle has a Series 7TO and Series 66 license and works out of the First Trust Advisors LP branch in Wheaton, Illinois.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
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IL
01/31/2025 - Present
First Trust Advisors LP (WHEATON IL)
BOTH
Issued 10/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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