Years of experience: 5

FinanceConsultingBusiness OwnerUnited StatesInvestment AnalystTrader

Trust Score

Highly reliable; strong professional involvement.

60%
Kyle's Career Path
Junior PartnerSep. 2020 -
Present
Wise Financial LLCJunior Partner
7 Executive Park Drive, Half Moon NY 12065Kyle Agresta is licensed to sell insurance in the following states: New York, New Jersey, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. An endorsement of this individual may not reflect others’ views or experience. TC120328...
Financial Representative InternApr. 2018 -
Sep. 2018
Nortwestern MutualFinancial Representative Intern
Albany, New York

Kyle's Posts

  • About project or company

    Welcome to an exciting opportunity with a top 1% financial strategist nationwide, with a decade-long experience in diverse markets, including forex, stocks, cryptocurrencies, metals, and options. As a distinguished member of the Million Dollar Round Table (MDRT), I'm looking for partners in a venture that goes beyond mere financial gains - it's about crafting a new financial narrative. Specialization in the Rockefeller Method, Infinite Banking, and Personal Reserve Strategy sets us apart as we navigate the financial destiny of our diverse clientele, which includes high-net-worth individuals and influencers.

  • Job Description

    Your role would be to emulate and create your own financial planning business, mirroring the tasks and responsibilities I undertake. This isn't just a job, it's an opportunity to carve out a unique niche in the financial world, leveraging innovative strategies and personalized financial solutions.

  • Required skill set

    The ideal candidate should demonstrate: personal charm, courage, and leadership; financial analysis and Excel skills; proficiency in lead generation; openness to learning and continuous education. These skills are vital for successful navigation and growth within the financial sector.

  • Salary data and job offers

    401(K) plan HSA HRA Retirement Vast Education Power to create your own schedule

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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  • About

    Proven in Wealth Management, Day Trading, Rockefeller Method, Personal Reserve Strategy. Specialize in high-net-worth, influencers, real estate investors, & business owners. MDRT member.

  • Cases & Experiences

    Witness the impact made on an impressive portfolio. My clientele spans: - Business owners - Real estate investors - Traders - Sales professionals - Influencers, and more

  • Work Order

    Top 1% strategist with almost a decade of expertise. Unlock wealth beyond gains. Let’s create your custom financial strategy today! #FinancialSuccess

  • How to contact

    If you're interested, please fill the form. P.S. If you know a right person, please make an intro or share with him/her the link to this page.

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