Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Zeller is a registered Investment Advisor Representative with Schneider Downs Wealth Management Advisors, LP. Kyle has over 20 years of experience in the financial services industry. Kyle specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Kyle is also a registered representative of American General Securities Incorporated and Sagepoint Financial, Inc. Kyle is licensed in Ohio.
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.
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2
OH
04/14/2005 - Present
Schneider Downs Wealth Management Advisors, LP (COLUMBUS OH)
OH
10/31/2008 - 12/31/2017
SAGEPOINT FINANCIAL, INC. (COLUMBUS OH)
OH
01/10/2005 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (COLUMBUS OH)
AZ
07/02/2001 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
12/02/1998 - 07/10/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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