Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Walchli is a financial advisor with THE Huntington Investment Co. located in Akron, OH. Kyle has been in the industry since 2018 and has a background in financial services and customer service. Kyle holds Series 7, 6, 66 and 24 securities licenses. Kyle is also a Certified Financial Planner (CFP®). Kyle specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/14/2019 - Present
THE Huntington Investment Co. (Columbus OH)
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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