Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Volker is a registered representative with J.P. Morgan Securities LLC and has been in the financial industry since July 31, 2005. Kyle is a licensed investment advisor and broker-dealer, and is registered in over 30 states. Kyle has a strong background in providing financial advice to individuals, corporations, and institutions. Kyle has experience in a variety of areas, including portfolio management, financial planning, and retirement planning. 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
MI
12/08/2014 - Present
J.p. Morgan Securities LLC (SHELBY TOWNSHIP MI)
MI
02/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (UTICA MI)
MI
09/20/2010 - 02/07/2012
PNC INVESTMENTS (TROY MI)
MI
07/08/2005 - 09/01/2010
CHASE INVESTMENT SERVICES CORP. (WALLED LAKE MI)
IA
Issued 06/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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