Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Vincent Ross is a financial advisor with UBS Financial Services Inc. Kyle is registered with the Securities and Exchange Commission (SEC) and is a registered representative of FINRA. Kyle has been in the financial services industry since 2009 and has experience in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Kyle is committed to providing clients with personalized financial advice and helping 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.
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.
See schedule d - miscellaneous
1
2
CT
04/02/2024 - Present
UBS Financial Services Inc. (NEW HAVEN CT)
CT
12/24/2010 - 04/03/2024
FIDELITY BROKERAGE SERVICES LLC (NEW HAVEN CT)
CT
07/20/2009 - 11/01/2010
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/29/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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