Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Timothy Chea is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Kyle Timothy Chea has been in the securities industry for over 10 years. Kyle Timothy Chea is registered with FINRA as a general securities representative (Series 7) and has also passed the Securities Industry Essentials (SIE) exam. Kyle Timothy Chea has a bachelor's degree from Duke University and an MBA from the Fuqua School of Business at Duke University. Kyle Timothy Chea has experience in various financial roles, including positions at BNP Paribas, Baha Mar Limited, Deltec Bank & Trust, and Wincrest Capital. Kyle Timothy Chea is also a member of Sankofa Family Ventures LLC and Cay Insights LLC. Kyle Timothy Chea's current firm Merrill Lynch, Pierce, Fenner & Smith Inc. manages assets for various client types including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension plans. The firm provides services such as portfolio management, financial planning, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
11/04/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BROOKLYN NY)
BC
Issued 08/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kyle Chea is the right advisor for you? Invested Better is here to help.
