Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylle? Claim Your ProfileKylle Bernethy is a financial advisor at Innovation Partners LLC. Kylle has over 15 years of experience in the financial services industry and is licensed to provide financial advice in California, Idaho, Oregon, and Washington. Kylle is a Series 6, Series 63, and SIE licensed advisor. Kylle specializes in financial planning, portfolio management, and consulting services to qualified retirement plans. Previously Kylle worked for PlanMember Securities Corporation, Foresters Equity Services, Inc, Veritrust Financial, LLC, Conover Securities Corporation, and Financial Network Investment Corporation.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
10/24/2022 - Present
Innovation Partners LLC (CHARLOTTE NC)
WA
10/25/2018 - 10/21/2022
PLANMEMBER SECURITIES CORPORATION (Seattle WA)
CA
04/10/2013 - 10/25/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
WA
04/04/2012 - 04/09/2013
PLANMEMBER SECURITIES CORPORATION (SEATTLE WA)
TX
07/06/2010 - 08/27/2010
VERITRUST FINANCIAL, LLC (AUSTIN TX)
WA
06/08/2006 - 02/08/2010
CONOVER SECURITIES CORPORATION (KIRKLAND WA)
WA
04/25/2006 - 06/06/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (SEATTLE WA)
WA
11/22/2005 - 05/12/2006
ABACUS SECURITIES CORPORATION (BELLEVUE WA)
BC
Issued 02/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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