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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Philip Roy is a financial advisor with over 19 years of experience in the industry. Kyle is currently registered as an Investment Advisor Representative with KPP Advisory Services LLC, and holds Series 6, 7, 24, 63, and 65 licenses, along with the SIE exam certification. Kyle has held previous positions with AIG Capital Services, Inc., and AXA Distributors, LLC. Kyle provides investment advisory services through KPP Advisory Services LLC, an independent investment advisor firm. Kyle provides financial planning, portfolio management, and educational seminars to individual and business clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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KY
07/03/2024 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
NJ
03/25/2011 - 06/26/2020
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NC
01/14/2005 - 03/15/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 08/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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