Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Theodorescu is a financial advisor with over 3 years of experience in the financial services industry. Kyle is currently registered with Morgan Stanley and is licensed in 53 states. Previously, Kyle worked at J.P. Morgan Securities LLC and Hornor, Townsend & Kent, LLC. Kyle's experience includes providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and institutions. Kyle holds the Series 7, Series 66, and SIE licenses. Kyle is committed to providing clients with personalized financial advice and strategies to help them achieve 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
06/22/2021 - Present
Morgan Stanley (Kirkland WA)
WA
07/31/2019 - 06/15/2021
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
WA
06/13/2018 - 04/30/2019
HORNOR, TOWNSEND & KENT, LLC (BELLEVUE WA)
BOTH
Issued 07/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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