Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Stallcop is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Tacoma, Washington. Kyle has been in the financial services industry for over 2 years and has a Series 7TO, Series 66 and SIE licenses. Kyle's previous employers include Raymond James Financial Services, Inc. and CETERA INVESTMENT SERVICES LLC. Kyle has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Kyle is dedicated to providing clients with personalized financial advice and helping them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
07/12/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TACOMA WA)
WA
10/19/2023 - 05/31/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Tacoma WA)
WA
08/31/2023 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (TACOMA WA)
BOTH
Issued 11/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kyle Stallcop is the right advisor for you? Invested Better is here to help.
