Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Kennedy Schiavone is a financial advisor registered with LPL Financial LLC in Williamsburg, VA. Lyle is a Registered Representative and Investment Advisor Representative in the state of Virginia and Texas. Lyle has been in the financial services industry since 1985. Lyle has been with LPL Financial LLC since January 2009. Prior to that, Lyle was with MICG Investment Management, LLC. Lyle also holds various licenses and certifications including Series 65, Series 63, Series 24, Series 4, Series 8, Series 31, Series 7 and the SIE Exam. Lyle is also a registered Investment Advisor Representative with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
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2
VA
01/21/2009 - Present
LPL Financial LLC (WILLIAMSBURG VA)
VA
03/19/2001 - 01/21/2009
MICG INVESTMENT MANAGEMENT, LLC (WILLIAMSBURG VA)
NY
07/03/1997 - 03/21/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NC
09/30/1987 - 07/21/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
11/03/1986 - 10/08/1987
ADVEST, INC.
NA
01/26/1985 - 11/10/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2005
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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