Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle McMillin is a financial advisor with Cambridge Investment Research Advisors, Inc. Kyle has been working in the financial industry since October 2007. Kyle has a Series 6, Series 7TO, Series 63, and Series 65 license. Kyle is registered in 11 states including: Arizona, California, Colorado, Florida, Georgia, Illinois, Michigan, Nevada, Texas, and Arizona. Kyle offers various financial advisory services to clients, including financial planning, portfolio management, and pension consulting.
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.
Solicitation fees from 3rd party money managers
1
2
IL
04/29/2019 - Present
Cambridge Investment Research Advisors, Inc. (Des Plaines IL)
IL
10/22/2007 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (CHICAGO IL)
IA
Issued 04/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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