Unclaimed
Kyle Venditti is a financial advisor with Spire Wealth Management, LLC. Kyle holds the Series 63, 65 and 7TO securities licenses and has been in the industry for over 4 years. Kyle is also an Investment Advisor Representative (IAR). Spire Wealth Management, LLC is a financial advisory firm based in McLean, Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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VA
01/30/2025 - Present
Spire Wealth Management, LLC (McLean VA)
MD
05/02/2019 - 06/01/2023
J.P. MORGAN SECURITIES LLC (Baltimore MD)
IA
Issued 07/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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