Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Winder is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fuquay Varina, NC. Kyle has been in the financial industry since December 2013. Kyle has been a Registered Representative since March 2024 and an Investment Advisor Representative since March 2024 with Cambridge Investment Research Advisors, Inc. Before joining Cambridge Investment Research Advisors, Inc. Kyle worked at Principal Securities, Inc. Kyle has a strong background in providing investment advice to individuals, families, and businesses. Kyle is passionate about helping clients achieve their financial goals. In addition to working with clients at Cambridge Investment Research Advisors, Inc., Kyle also serves as president of The Flight Plan Group LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
03/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Fuquay Varina NC)
NC
12/05/2013 - 03/05/2024
PRINCIPAL SECURITIES, INC. (FUQUAY VARINA NC)
BOTH
Issued 12/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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