Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Rex Smith is a registered representative with Morgan Stanley. Kyle is licensed in 35 states and has been in the industry since 2006. Kyle has experience with Citigroup Global Markets Inc., and has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Kyle has a Series 7, Series 31, Series 66, and SIE license. Morgan Stanley is a large financial firm with over $1 trillion in assets under management and over 335,000 clients. The firm offers a wide range of financial services including investment management, financial planning, and retirement planning.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Palm Beach Gardens FL)
FL
05/18/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JUPITER FL)
BOTH
Issued 05/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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