Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Deatherage is a financial advisor with over 25 years of experience in the industry. Kyle currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63 and 65 licenses. Kyle works with individuals, families, businesses, charitable organizations and pension and profit-sharing plans. Kyle provides a wide range of financial services including financial planning, portfolio management and selection of other advisors.
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.
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2
TX
04/19/2016 - Present
Kestra Advisory Services, LLC (ADDISON TX)
TX
07/16/2003 - 11/01/2010
SECURITIES AMERICA, INC. (ADDISON TX)
MA
01/13/1997 - 07/17/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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