Unclaimed
Kyle P. Hughes is a financial advisor with Morgan Stanley. Kyle has been working in the financial industry since July 20, 2017 and has experience at Hancock Whitney Investment Services Inc. and Cetera Investment Services LLC. Kyle has a Series 66 license, which means he is qualified to provide investment advice. Kyle also holds a Series 7 license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
01/10/2025 - Present
Morgan Stanley (New Orleans LA)
LA
07/21/2017 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (MANDEVILLE LA)
BOTH
Issued 09/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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