Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Potenski is an investment advisor representative with MML Investors Services, LLC, a firm based in Springfield, MA. Kyle's professional experience includes positions at Wells Fargo Securities, NC State University, UBS Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Empower Financial Services, Inc., Empower Advisory Group, LLC, and MML Investors Services, LLC. Kyle is registered in North Carolina as an investment advisor representative. Kyle has a series 7 and series 66 license. Kyle is a Certified Financial Planner. MML Investors Services, LLC offers a variety of financial services including financial planning, asset allocation programs, portfolio management for businesses and individuals, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
01/23/2024 - Present
MML Investors Services, LLC (CHARLOTTE NC)
CO
11/15/2023 - 01/07/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NC
08/31/2020 - 11/02/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
02/26/2016 - 09/10/2020
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BOTH
Issued 04/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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