Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Worthy is a financial advisor at Osaic Wealth, Inc. with over 15 years of experience in the industry. Kyle is registered as a Broker and Investment Advisor in the states of Alabama, Indiana, Michigan, Montana, Nebraska, New York, North Carolina, North Dakota, South Carolina, Tennessee and Virginia. Kyle holds the Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. Prior to joining Osaic Wealth, Inc., Kyle was with Signator Investors, Inc. Kyle provides financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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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NC
11/02/2018 - Present
Osaic Wealth, Inc. (CHARLOTTE NC)
NC
03/14/2005 - 11/02/2018
SIGNATOR INVESTORS, INC. (CHARLOTTE NC)
IA
Issued 04/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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