Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Kyle is a registered representative with Wells Fargo Advisors Financial Network, LLC. Susan Kyle has been in the securities industry for 19 years. Susan Kyle has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and Uniform Securities Agent State Law Examination (Series 63). Susan Kyle is currently registered in 29 states and 2 states for investment advisor. Susan Kyle previously worked at Wells Fargo Clearing Services, LLC and RBC Capital Markets 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.
Investment consulting services to institutional clients
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
NY
05/09/2019 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
NY
05/13/2010 - 05/09/2019
WELLS FARGO CLEARING SERVICES, LLC (PITTSFORD NY)
NY
04/18/2006 - 05/25/2010
RBC CAPITAL MARKETS CORPORATION (ROCHESTER NY)
NY
09/16/2003 - 05/11/2006
CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)
BC
Issued 10/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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