Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Whitney Marks is a financial professional with over 12 years of experience in the industry. Kyle is a registered representative and investment advisor representative in North Carolina. Kyle currently works at Credit Union Investment Services and has been registered with them since November 2011. Kyle has a strong focus on providing financial planning and portfolio management services to individuals. Kyle holds Series 6, 7, 63, 65, and 24 licenses and has a proven track record of success in helping clients achieve their financial goals. Kyle also has experience with State Employees' Credit Union and Members Trust Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NC
11/08/2011 - Present
Credit Union Investment Services (Raleigh NC)
IA
Issued 11/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/12/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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