Kyle Bird Email & Phone Number
Investment Counselor @ Fisher Investments
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Kyle Bird Location
- Florida, United States
Kyle Bird Work
- 2021 - now Investment Counselor @
- 2018 - 2021 Financial Consultant @
- 2006 - 2021 Investment Consultant and Branch Manager @
- 2014 - 2014 Associate Advisor @ DeLorenzo Financial Planning
- 2004 - 2006 Branch Stockbroker Intern @
Kyle Bird Education
- Bryant University
CFP (Finance, General)
2018 - 2018 - University of Central Florida
Bachelor of Science (Business Administration, Finance, General)
2001 - 2006
Kyle Bird Skills
- Investments
- Series 7
- Series 63
- Series 9
- Series 10
- Options
- Equities
- Equity Trading
- Securities
- Equity Derivatives
- Portfolio Management
- Customer Satisfaction
- Customer Retention
- Management
- Training
- Mutual Funds
- Financial Services
- ETFs
- FINRA
- Banking
- Bonds
- Uniform Combined State Law
- Trading
- Valuation
- Wealth Management
- Asset Allocation
- Retirement Planning
- Investment Strategies
- Financial Analysis
- Asset Management
- Fixed Income
- Financial Planning
- Securities Regulation
- PowerPoint
- Financial Modeling
- Microsoft Word
- Microsoft Excel
- Project Management
- Research
- Cfp
- Series 66
- Investment Advisory
- Financial Markets
- Investment Management
Kyle Bird Summary
- Kyle Bird, based in Florida, United States, is currently a Investment Counselor at Fisher Investments. Kyle Bird brings experience from previous roles at TD Ameritrade, Scottrade and DeLorenzo Financial Planning. Kyle Bird holds a 2018 - 2018 CFP in Finance, General @ Bryant University. With a robust skill set that includes Investments, Series 7, Series 63, Series 9, Series 10 and more. Kyle Bird has 3 emails and 1 mobile phone numbers on RocketReach.
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