Unclaimed
Kyle Arcand has been a financial professional since July 1988 and has a strong track record of experience. Kyle is currently affiliated with Independent Advisor Alliance, LLC and is registered with the state of Virginia as a Registered Investment Advisor. Kyle's experience includes working with individual clients, businesses, and institutions to provide financial advice and investment management services. Kyle is a highly respected advisor in the industry and is committed to providing his clients with the highest level of service and expertise.
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.
1
2
VA
11/10/2016 - Present
Independent Advisor Alliance, LLC (Chesapeake VA)
VA
07/20/1988 - 11/14/2016
MSI FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
VA
07/20/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (VIRGINIA BEACH VA)
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/07/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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