Kyle Setzer
Financial Planner, Investment Advisor Representative at Barnum Financial Group
- Role
- Financial Advisor, Investment Advisor Representative at Barnum Financial Group
- Location
- Warwick, RI, US
- LinkedIn followers
- 500 followers
About Kyle Setzer
As an Investment Advisor Representative, Kyle acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining andclarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence. Kyle is licensed to sell Life, Accident, and Health Insurance. Kyle holds the series 7, 6, 63 and 65 Securities Licenses. He attended Roger Williams University and the Gabelli School of Business for a degree in Finance. Kyle currently resides in Warwick, RI and enjoys spending his free time outdoors hiking, fishing or playing golf.Kyle is licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information.Kyle Setzer is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. 6 Corporate Drive, Shelton, CT 06484; Tel
Experience
Financial Advisor, Investment Advisor Representative
Aug 2023 — Present · Warwick, RI, US
Education
Roger Williams University
Bachelor's degree, Finance
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