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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Wesley Townsend is a financial advisor at Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Kyle specializes in providing a range of financial services including financial planning, asset allocation, and portfolio management for individuals and businesses. Kyle has been active in the financial services industry since 2015. Kyle is registered as a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC and is licensed to offer advisory services in multiple states. Kyle is also a Series 7 and Series 63 exam holder, signifying their knowledge and experience in securities and investment advisory matters.
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.
Asset allocation services
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.
1
2
OR
12/13/2022 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
MO
09/22/2014 - 05/18/2015
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 03/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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