Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wallace Kyle is a financial advisor with over 20 years of experience in the financial services industry. Robert is currently registered with Perennial Financial Services in California. Prior to joining Perennial Financial Services, Robert worked as a financial advisor for Merrill Lynch, Pierce, Fenner & Smith Incorporated in California. Robert holds the Series 66, Series 7, and SIE licenses. Robert specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
1
2
CA
08/31/2023 - Present
Perennial Financial Services (LOS ANGELES CA)
CA
05/10/2000 - 02/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEAL BEACH CA)
BOTH
Issued 06/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Robert Kyle is the right advisor for you? Invested Better is here to help.
