Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Matthews is a financial advisor who has been working in the industry since 2011. Kyle is currently registered with Northwestern Mutual Investment Services, LLC in Richmond, Virginia. Kyle previously worked at CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC. in Stamford, Connecticut. Kyle holds the Series 63, 65, 7, and SIE licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
VA
04/14/2023 - Present
Northwestern Mutual Investment Services, LLC (Richmond VA)
CT
10/13/2021 - 03/01/2023
CITI PRIVATE ADVISORY, LLC (Stamford CT)
CT
10/13/2021 - 03/01/2023
CITIGROUP GLOBAL MARKETS INC. (Stamford CT)
NY
10/11/2017 - 10/08/2021
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
01/09/2015 - 10/02/2017
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NJ
09/12/2011 - 11/17/2014
PNC INVESTMENTS (HOPEWELL NJ)
NJ
05/06/2011 - 08/24/2011
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
IA
Issued 04/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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