Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Brennan is a financial advisor registered with MML Investors Services, LLC and has been in the industry for over 20 years. Kyle has been registered with MML Investors Services, LLC since March 2017. Kyle is licensed to provide securities and investment advisory services in 12 states. Kyle's previous employers include MSI Financial Services, Inc., Signator Financial Services, Inc., Chase Investment Services Corp., MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and Waddell & Reed, Inc. Kyle holds Series 6, 7, and 63 licenses, and the SIE exam. Kyle is a Chartered Financial Consultant. Kyle offers a range of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and asset allocation programs. Kyle provides services to individuals, high-net-worth individuals, corporations, trusts, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Kyle is also a landlord and receives rental income.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
03/25/2017 - Present
MML Investors Services, LLC (ORLANDO FL)
FL
08/25/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
08/12/2010 - 07/03/2014
SIGNATOR FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
07/24/2009 - 07/22/2010
CHASE INVESTMENT SERVICES CORP. (WINTER SPRINGS FL)
NY
11/30/2005 - 07/23/2009
METLIFE SECURITIES INC. (LATHAM NY)
NY
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ALBANY NY)
NJ
11/18/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
KS
07/03/2002 - 11/05/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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