Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Columb? Claim Your ProfileColumb Lytle has been in the securities industry for over 20 years, bringing a wealth of experience to clients. Columb is currently registered with Meridian Equity Partners, Inc., and previously worked at James E. Coffey Securities, Inc., Lek Securities Corporation, Inline Brokers, Inc., Credit Suisse First Boston Corporation, and Cowen & Co. Columb is dedicated to providing clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
05/06/2005 - Present
Meridian Equity Partners, Inc. (Rockville Centre NY)
NY
04/04/2018 - 09/28/2018
JAMES E. COFFEY SECURITIES, INC. (NEW YORK NY)
NY
04/08/2011 - 08/31/2012
LEK SECURITIES CORPORATION (NEW CITY NY)
NY
09/25/2002 - 05/09/2005
INLINE BROKERS, INC. (NEW YORK NY)
NY
07/31/2001 - 08/28/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
12/23/1996 - 09/03/1997
COWEN & CO. (NEW YORK NY)
BC
Issued 03/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2005
Series 14 - Compliance Officer Examination
BC
Issued 01/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/15/2003
Series 25 - NYSE Trading Assistant Examination
BC
Issued 12/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Columb Lytle is the right advisor for you? Invested Better is here to help.
