Leveraging today’s technologies to provide support and service to the modern investor.

Areas of Specialization

Investment Portfolio:

  • Research
  • Design
  • Implementation

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
Maumee, Ohio, 43537

Toll-Free: (877) 842.9535

Mobile: (480) 332.1764

 

 

kyle@flagshipcapitaladvisors.com

Kyle is a Registered (Series 7) team member of Flagship Capital Advisors. Kyle conducts thorough investment research for contribution to the strategic construction of custom financial portfolios for the valued clients of Flagship Capital Advisors.

As Manager of Client Service and Operations, Kyle is the primary point of contact for client on boarding and service as well as operational functions for our firm. Through a team approach and collaboration with the lead advisor at Flagship, Cheryl Norman, we will help you make decisions regarding: Individual Investment, Asset Accumulation, Investment Diversification, Debt Solutions, & Life Insurance.

Kyle is a graduate of the State University of New York College at Oneonta with a degree in Business Economics with a concentration in Finance. In addition to his Series 7 license, Kyle also holds licenses for Series 63 and Series 65 and continues to pursue additional education related to the securities industry.

Kyle is dedicated to being a transparent resource in providing access to information and personalized wealth management strategies to help you become better financially educated and more prepared for the dynamic nature of life.

Leveraging today’s technologies to provide support and service to the modern investor.

Areas of Specialization

Investment Portfolio:

  • Research
  • Design
  • Implementation
Kyle is a Registered (Series 7) team member of Flagship Capital Advisors. Kyle conducts thorough investment research for contribution to the strategic construction of custom financial portfolios for the valued clients of Flagship Capital Advisors.

As Manager of Client Service and Operations, Kyle is the primary point of contact for client on boarding and service as well as operational functions for our firm. Through a team approach and collaboration with the lead advisor at Flagship, Cheryl Norman, we will help you make decisions regarding: Individual Investment, Asset Accumulation, Investment Diversification, Debt Solutions, & Life Insurance.

Kyle is a graduate of the State University of New York College at Oneonta with a degree in Business Economics with a concentration in Finance. In addition to his Series 7 license, Kyle also holds licenses for Series 63 and Series 65 and continues to pursue additional education related to the securities industry.

Kyle is dedicated to being a transparent resource in providing access to information and personalized wealth management strategies to help you become better financially educated and more prepared for the dynamic nature of life.

Cleveland Office:

9680 Sweet Valley Drive Suite B
Valley View, Ohio, 44125

Toledo Office:

1715 Indian Wood Circle
Maumee, Ohio, 43537

Toll-Free: (877) 842.9535

Mobile: (480) 332.1764

 

 

kyle@flagshipcapitaladvisors.com