Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle S. Wells is a registered investment advisor representative in Connecticut. Kyle Wells has been in the industry since November 2, 2009, and is currently employed by Virtus Investment Advisers, Inc. Kyle Wells has been with Virtus Investment Advisers, Inc. since September 16, 2013. Kyle Wells is also registered in New York. Kyle Wells has passed the Series 63, Series 66, Series 7, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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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.
A percentage of the total value of assets under management is charged.
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2
CT
09/16/2013 - Present
Virtus Investment Advisers, Inc. (HARTFORD CT)
CT
10/27/2010 - 03/08/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
10/16/2009 - 10/21/2010
METLIFE SECURITIES INC. (WETHERSFIELD CT)
BOTH
Issued 09/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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