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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Rodgers is a financial advisor with Kingswood Wealth Advisors, LLC, located in Dallas, Texas. Kyle has been in the financial industry since 2018, working with individuals, businesses, and trusts. Kyle focuses on helping clients develop personalized financial strategies, including investment management, retirement planning, and wealth preservation. Kyle is registered with FINRA as a Registered Representative and is also a licensed Investment Advisor Representative in Texas. Kyle holds the Series 7 and Series 63 licenses, as well as the Series 65 and SIE exams. Kyle is committed to providing personalized service and helping clients reach their financial goals.
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.
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.
Hourly consulting
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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2
TX
11/08/2022 - Present
Kingswood Wealth Advisors, LLC (Dallas TX)
TX
02/27/2020 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Dallas TX)
TX
04/17/2018 - 11/26/2019
CENTAURUS FINANCIAL, INC. (DALLAS TX)
IL
02/23/2018 - 03/26/2018
FOREST SECURITIES,INC. (HILLSIDE IL)
IA
Issued 07/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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