Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Shaffer Hewlett is an Investment Advisor Representative with Sagespring Wealth Partners, registered with the state of Alabama. Kyle has been in the industry since 1984. Their firm offers a variety of financial services including financial planning, portfolio management for individuals, and pension consulting. Kyle has been with Sagespring Wealth Partners since February 2021, and before that worked at Raymond James Financial Services, Inc. and Prudential Securities Incorporated. They are licensed in Alabama, and holds Series 7, Series 8, Series 63 and Series 65 licenses.
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.
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.
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2
AL
02/18/2021 - Present
Sagespring Wealth Partners (Homewood AL)
AL
04/24/2000 - 10/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
05/21/1993 - 04/28/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/14/1988 - 06/18/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/29/1987 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
07/26/1984 - 07/02/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 06/30/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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