Kyle Lonsinger, Cfp®, Cima®

Kyle Lonsinger, Cfp®, Cima® Email and Phone Number

Wealth Planning Specialist @ Merrill Lynch
Florida, United States
Kyle Lonsinger, Cfp®, Cima®'s Location
Greater Tampa Bay Area, United States, United States
About Kyle Lonsinger, Cfp®, Cima®

Kyle Lonsinger, Cfp®, Cima® is a Wealth Planning Specialist at Merrill Lynch. He possess expertise in 401k rollovers, 401 retirement savings plans, retirement planning, financial advisory, financial planning and 14 more skills.

Kyle Lonsinger, Cfp®, Cima®'s Current Company Details
Merrill Lynch

Merrill Lynch

View
Wealth Planning Specialist
Florida, United States
Website:
ml.com
Employees:
34842
Kyle Lonsinger, Cfp®, Cima® Work Experience Details
  • Merrill Lynch
    Wealth Planning Specialist
    Merrill Lynch
    Florida, United States
    View
  • Accurate Advisory Group Inc.
    Wealth Advisor
    Accurate Advisory Group Inc. Jul 2024 - Present
    Wesley Chapel, Fl, Us
    View
  • Integrity Wealth
    Financial Advisor
    Integrity Wealth Jun 2023 - Present
    View
  • Merrill Lynch
    Wealth Planning Specialist
    Merrill Lynch Feb 2022 - Jun 2023
    New York, Ny, Us
    View
  • Merrill Lynch
    Registered Client Associate
    Merrill Lynch Mar 2020 - Feb 2022
    New York, Ny, Us
    View
  • Td Ameritrade
    Financial Consultant
    Td Ameritrade Jan 2019 - Mar 2020
    Omaha, Ne, Us
    View
  • Nen Financial, Inc.
    Financial Advisor
    Nen Financial, Inc. Oct 2016 - Jan 2019
    Monroeville, Pa, Us
    View

Kyle Lonsinger, Cfp®, Cima® Skills

401k Rollovers 401 Retirement Savings Plans Retirement Planning Financial Advisory Financial Planning Life Insurance Long Term Care Series 7 Series 66 Cltc Finance Investments Mutual Funds Financial Services Microsoft Office Microsoft Office Excel Morningstar Business Development Business Succession Planning

Kyle Lonsinger, Cfp®, Cima® Education Details

  • Yale School Of Management
    Yale School Of Management
    Investments And Securities
  • Duquesne University
    Duquesne University
    Executive Certificate In Financial Planning
  • Penn State University
    Penn State University
    General

Frequently Asked Questions about Kyle Lonsinger, Cfp®, Cima®

What company does Kyle Lonsinger, Cfp®, Cima® work for?

Kyle Lonsinger, Cfp®, Cima® works for Merrill Lynch

What is Kyle Lonsinger, Cfp®, Cima®'s role at the current company?

Kyle Lonsinger, Cfp®, Cima®'s current role is Wealth Planning Specialist.

What schools did Kyle Lonsinger, Cfp®, Cima® attend?

Kyle Lonsinger, Cfp®, Cima® attended Yale School Of Management, Duquesne University, Penn State University.

What skills is Kyle Lonsinger, Cfp®, Cima® known for?

Kyle Lonsinger, Cfp®, Cima® has skills like 401k Rollovers, 401 Retirement Savings Plans, Retirement Planning, Financial Advisory, Financial Planning, Life Insurance, Long Term Care, Series 7, Series 66, Cltc, Finance, Investments.

Who are Kyle Lonsinger, Cfp®, Cima®'s colleagues?

Kyle Lonsinger, Cfp®, Cima®'s colleagues are S Chandra, Ken Hill, Cfp®, Crpc™, Cpfa™, Drew Littwin, Jeremy Galaviz, Sayantan Guha, Stephen Wilkinson, Laura Williams, Cima®.

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