Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Richard Donnelly is a financial advisor who has been in the industry since May 12, 2011. Kyle is currently registered with JCC Capital Markets, LLC and is active in the Broker-Dealer and Investment Advisor industries. Kyle is licensed in Texas and has a Series 7, Series 66 and SIE. Previously, Kyle was affiliated with Emerson Equity LLC, JCC Capital Markets, LLC, ARI Financial Services, Inc., Alliance Affiliated Equities Corporation and Heritage Financial Systems, Inc.
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.
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.
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CA
05/23/2023 - Present
JCC Capital Markets, LLC (LAGUNA NIGUEL CA)
CA
01/09/2023 - 05/02/2023
EMERSON EQUITY LLC (SAN MATEO CA)
CA
03/20/2014 - 01/03/2023
JCC CAPITAL MARKETS, LLC (LAGUNA NIGUEL CA)
TX
09/06/2012 - 12/31/2013
ARI FINANCIAL SERVICES, INC. (DENTON TX)
KS
07/08/2011 - 07/27/2012
ALLIANCE AFFILIATED EQUITIES CORPORATION (OVERLAND PARK KS)
TX
02/17/2011 - 07/20/2011
HERITAGE FINANCIAL SYSTEMS, INC. (DALLAS TX)
TX
09/16/2009 - 11/12/2009
AXA ADVISORS, LLC (FORT WORTH TX)
BOTH
Issued 09/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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