Kyle BrennanCRD Number: 4544795
Current Firm: Msi Financial Services, Inc.
Kyle Brennan (CRD# 4544795) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Orlando, FL and has over 15 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Metlife Securities||Orlando, FL||Aug 2014 - Current||3|
|The Gabor Agency, Inc.||Tallahassee, FL||Aug 2010 - Aug 2014||4|
|Symetra Investment Services, Inc.||Bellevue, WA||Aug 2010 - Aug 2014||4|
|Chase Investment Services Corp||Casselberry, FL||Jul 2009 - Jul 2010||1|
|Metlife Resources||Williamsville, NY||Jan 2006 - Jul 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2002|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV