Unclaimed
Kyle Tietjen is a financial advisor with Edward Jones. Kyle has over 15 years of experience in the financial services industry. Kyle has passed the Series 66, Series 7, and SIE exams. Kyle is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 18 states. Kyle has a diverse range of experience working with clients including individuals, families, businesses, and retirement plans. Kyle provides financial planning, portfolio management, and selection of other advisors. Kyle is committed to helping clients 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
06/15/2023 - Present
Edward Jones (New York NY)
NY
09/09/2019 - 02/04/2022
AMERIPRISE FINANCIAL SERVICES, LLC (New York NY)
NY
12/03/2007 - 07/29/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/09/2006 - 09/19/2006
J.P. TURNER & COMPANY, L.L.C. (GARDEN CITY NY)
BOTH
Issued 10/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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