Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Raymond Reep is a registered investment advisor representative with D.a. Davidson & Co. in Burlington, Washington. Kyle has been in the securities industry since March 9, 1997 and has a wide range of experience working with individual and institutional clients. Kyle holds Series 7, 9, 10, 31, and 63 licenses as well as the SIE and Series 65. Kyle is also a member of several non-profit boards and committees, including the Skagit Community Foundation and the YMCA of Skagit County. Kyle's past experience includes work for Citigroup Global Markets Inc. in Mount Vernon, Washington.
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.
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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WA
04/29/2009 - Present
D.a. Davidson & Co. (BURLINGTON WA)
WA
03/10/1997 - 05/15/2009
CITIGROUP GLOBAL MARKETS INC. (MOUNT VERON WA)
IA
Issued 02/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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