Unclaimed
Kyle Ware is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Kyle has been in the securities industry since 2013. Kyle is registered in 25 states and has a Series 7, Series 66 and SIE license. Kyle has worked at Wells Fargo Advisors Financial Network, LLC since 2022, and prior to that, was employed by Wells Fargo Clearing Services, LLC. Kyle is the owner of The Ware Financial Group, LLC.
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.
Investment consulting services to institutional clients
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.
1
2
GA
10/21/2022 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBORO GA)
GA
02/09/2018 - 10/21/2022
WELLS FARGO CLEARING SERVICES, LLC (AUGUSTA GA)
GA
04/02/2014 - 02/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUGUSTA GA)
GA
08/07/2013 - 01/22/2014
WELLS FARGO ADVISORS, LLC (EVANS GA)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Ware is the right advisor for you? Invested Better is here to help.