Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Christensen is a financial advisor with Charles Schwab & CO., Inc., based in Southlake, TX. Kyle has been in the financial services industry since 2006 and holds a Series 7, Series 24, Series 52TO, Series 53, and Series 66 licenses. Kyle's previous experience includes roles at Morgan Stanley, M Holdings Securities, Inc., and Cetera Advisor Networks LLC. Kyle's specializations include Financial Planning and Selection of Other Advisers. Charles Schwab & Co., Inc. offers a range of financial services to individuals and businesses, including investment advisory, financial planning, and brokerage services.
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
TX
07/17/2024 - Present
Charles Schwab & CO., Inc. (Southlake TX)
NY
02/20/2024 - 07/02/2024
MORGAN STANLEY (PURCHASE NY)
IL
07/18/2018 - 02/09/2024
CHARLES SCHWAB & CO., INC. (Chicago IL)
OR
07/19/2017 - 07/10/2018
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
01/13/2016 - 05/05/2017
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
10/03/2007 - 01/04/2016
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
10/03/2007 - 01/04/2016
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
MN
10/03/2007 - 01/04/2016
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
CA
10/03/2007 - 02/01/2010
ING FINANCIAL PARTNERS, INC. (EL SEGUNDO CA)
CA
12/20/2005 - 06/28/2007
BROOKSTREET SECURITIES CORPORATION (IRVINE CA)
BOTH
Issued 04/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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