Kyle Harris
Financial Consultant at Md Financial Management Gestion Financière Md
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
1.1K
Contact information
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k•••••••@mdm.ca
Phone
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Background
About Kyle Harris
Education-Specialization in Finance and Administration from King's University College, Western University -Former FINRA Registered Representative -Series 7 and Series 63 completion -Current IIROC Registered Representative -New Entrants Course-CSC and CPH equivalent -Wealth Management Essentials (WME) completion -CFA charterholder, CFA Institute Employment: TD Ameritrade-FINRA Registered Broker Roles-Equities and Options Broker -IPO Broker -Retirement Account Specialist TD Wealth Financial Planning: Roles-Portfolio rebalancing -Financial Plan creation -KYC/Suitability -Client Relationship building -Annual Progress Review
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