Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Peters is a financial advisor with Charles Schwab & Co., Inc., located in Leawood, Kansas. Kyle has been in the financial industry for over 10 years. Prior to joining Charles Schwab & Co., Inc. Kyle worked at TD Ameritrade, Inc. and American Century Investment Services, Inc.. Kyle is registered with the state of Kansas and holds the Series 66, Series 7, and SIE exams. Kyle is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
KS
01/26/2022 - Present
Charles Schwab & CO., Inc. (Leawood KS)
KS
01/23/2020 - 07/29/2024
TD AMERITRADE, INC. (Leawood KS)
MO
01/09/2015 - 12/31/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
MO
03/03/2014 - 07/01/2014
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
BOTH
Issued 6/7/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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