Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Steele Younger is a registered investment advisor with Cambridge Investment Research Advisors, Inc., based in Overland Park, Kansas. Kyle has been in the industry since March 2011. Kyle is a licensed representative in Kansas and Texas. They hold Series 6, 7, and 66 securities licenses and the SIE exam. Kyle has previously been employed by Securities America, Inc. and MML Investors Services, LLC. Kyle's current affiliations include Cambridge Investment Research Advisors, Inc., Kansas City Chiefs Football Club, and Premier Income Partners. Kyle also works as an advisory rep for an RIA firm, which may involve some conflicts of interest. Kyle's areas of specialization include retirement planning, college savings, investment planning, insurance, and financial planning.
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
KS
05/09/2023 - Present
Cambridge Investment Research Advisors, Inc. (Overland Park KS)
KS
06/07/2018 - 05/18/2023
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
03/03/2011 - 06/11/2018
MML INVESTORS SERVICES, LLC (Overland Park KS)
BOTH
Issued 10/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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