Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Flynn is a financial advisor who has been in the industry since December 2015. Kyle is currently registered with Cetera Investment Advisers LLC and has branch office locations in Owings Mills, MD, Land O Lakes, FL, and Austin, TX. Kyle previously worked for Securian Financial Services, Inc. in Baltimore, MD, where he was registered from December 2015 to August 2023. Kyle is licensed to provide investment advice in several states, including California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Kyle specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and investment companies.
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.
A percentage of the total value of assets under management is charged.
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2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (OWINGS MILLS MD)
MD
12/10/2015 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 01/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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