Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Murrell McBurney is a financial advisor with MML Investors Services, LLC. Kyle holds the Series 7, Series 66 and SIE securities licenses and has been in the industry since 2010. Kyle's current role is with MML Investors Services, LLC and prior to that, Kyle worked with Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. Kyle is also the Managing Partner of Highland Peak Wealth, Inc., which is a DBA of Kyle's MMLIS business. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional. Kyle specializes in providing financial planning and investment management services to individuals, businesses, and institutions.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
09/03/2020 - Present
MML Investors Services, LLC (Boston MA)
DC
12/04/2015 - 08/25/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WASHINGTON DC)
DC
02/15/2013 - 12/04/2015
BARCLAYS CAPITAL INC. (WASHINGTON DC)
DC
06/24/2010 - 03/01/2013
MORGAN STANLEY (WASHINGTON DC)
BOTH
Issued 07/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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