Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Wentland is a financial advisor with Osaic Wealth, Inc. located in Harriman, Tennessee. Kyle has been in the financial services industry since March 10, 2019. Kyle is registered in 9 states for securities and investment advisory business. Kyle has a Series 63, 65, 7, 26, and SIE licenses. In addition to Osaic Wealth, Inc., Kyle has also been registered with Securities America, Inc. and PFS Investments Inc. Kyle specializes in providing financial advice to individuals, families, and businesses.
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.
1
2
TN
06/14/2024 - Present
Osaic Wealth, Inc. (HARRIMAN TN)
TN
07/30/2021 - 06/14/2024
SECURITIES AMERICA, INC. (HARRIMAN TN)
NY
03/11/2019 - 08/04/2021
PFS INVESTMENTS INC. (ROCHESTER NY)
IA
Issued 04/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/11/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kyle Wentland is the right advisor for you? Invested Better is here to help.
