Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Jahng is a registered investment advisor representative at Eagle Strategies LLC. Kyle is also an investment advisor representative in California. Kyle has been in the securities industry since June 1993. Kyle has passed the following securities licenses: Series 7, Series 6, Series 63, Series 66, and Series 24. Kyle has experience with Tower Square Securities, Inc. and MONY Securities Corporation. Kyle offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/22/2022 - Present
Eagle Strategies LLC (LOS ANGELES CA)
CA
04/05/2001 - 09/24/2002
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
07/19/1995 - 01/26/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
11/06/1992 - 07/11/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/06/1992 - 07/11/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 5/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/5/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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