Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Hennessy is a registered investment advisor representative with PNC Investments. Kyle has been in the financial services industry since 2004 and has a strong track record of providing investment advice to individuals, families, and businesses. Kyle’s background includes working for Wells Fargo Advisors and Citizens Securities, Inc. He is a licensed Series 6, 7, 63, and 65 representative, as well as a Series SIE holder. Kyle’s areas of expertise include portfolio management, financial planning, and retirement planning. He specializes in serving the needs of high-net-worth individuals, families, and businesses. Kyle is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.
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.
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.
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2
DE
09/21/2017 - Present
PNC Investments (NEW CASTLE DE)
DE
10/03/2016 - 09/13/2017
WELLS FARGO CLEARING SERVICES, LLC (MIDDLETOWN DE)
PA
03/30/2016 - 09/29/2016
CITIZENS SECURITIES, INC. (NARBERTH PA)
DE
02/01/2013 - 03/29/2016
PNC INVESTMENTS (DOVER DE)
MD
10/14/2004 - 12/20/2011
WELLS FARGO ADVISORS, LLC (BEL AIR MD)
IA
Issued 03/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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