Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ross? Claim Your ProfileRoss Lyle is a financial professional with over 40 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Louisville, Kentucky, and has held previous positions with Securities America, Inc., 1717 Capital Management Company, MONY Securities Corp., The Mutual Life Insurance Company of New York and First Investors Corporation. Ross Lyle holds a number of securities licenses, including Series 6, 7, 24, 26, 63, 65 and 99. He is dedicated to providing his clients with comprehensive financial planning and investment management services.
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.
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
KY
06/14/2024 - Present
Osaic Wealth, Inc. (LOUISVILLE KY)
KY
09/24/1999 - 06/14/2024
SECURITIES AMERICA, INC. (LOUISVILLE KY)
DE
04/20/1992 - 09/23/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
05/07/1990 - 04/06/1992
MONY SECURITIES CORP. (NEW YORK NY)
NY
05/07/1990 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NJ
07/28/1980 - 11/13/1989
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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