Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Peter Smith is a financial professional with over 30 years of experience in the industry. Kyle has a strong background in investment banking and wealth management, having worked with both Mid Atlantic Capital Corporation and Partners Securities, Inc., among others. Kyle is currently registered with Newedge Advisors and New Edge Wealth. Kyle holds several licenses and certifications, including Series 3, 7, 24, 63, 79TO, 99TO, and SIE. Kyle is a highly experienced financial professional who can help clients with a range of needs, including investment management, financial planning, and retirement planning.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/01/2021 - Present
Newedge Advisors (Pittsburg PA)
NA
01/06/1999 - 01/28/1999
MID ATLANTIC CAPITAL CORPORATION
TX
01/01/1998 - 12/31/1998
PARTNERS SECURITIES, INC. (AUSTIN TX)
PA
07/22/1991 - 11/11/1997
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
NJ
09/10/1997 - 11/10/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
DE
07/25/1994 - 02/24/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/12/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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