Unclaimed
Kyle Jennings is an Investment Advisor Representative at LaSalle St. Investment Advisors, LLC. Kyle is registered with the state of Florida, Michigan, New Jersey, Ohio and Pennsylvania. Kyle obtained their Series 65 license in April 2019. Kyle has been in the industry since January 2018. Kyle specializes in portfolio management for individuals, financial planning 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.
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.
A percentage of the total value of assets under management is charged.
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PA
05/05/2021 - Present
Lasalle ST. Investment Advisors, LLC (Willow Grove PA)
IA
Issued 04/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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