Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle William Devries is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Itasca, IL. Kyle is also the owner of KWD Wealth Management. Kyle has been in the financial industry since 1997, and is a Certified Financial Planner. Kyle has been registered with Raymond James Financial Services Advisors, Inc. since October 2016. Kyle is licensed to provide financial advice in 27 states and the District of Columbia.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
03/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (ITASCA IL)
IL
06/18/2001 - 10/17/2016
EDWARD JONES (ITASCA IL)
NY
11/19/1997 - 06/15/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 01/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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