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Jeffrey Scott Kitsis

TD Securities (usa) LLC

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About Jeffrey Scott Kitsis

Jeffrey Kitsis is a registered representative with TD Securities (USA) LLC. He has over 7 years of experience in the financial industry. Jeffrey holds the Series 7, 63, 79, 87 and SIE licenses. Jeffrey has previously worked at Cowen and Company, UBS Securities LLC, Piper Sandler & Co. and Sandler, O'Neill & Partners, L.P.

Firm Information

Jeffrey Kitsis is currently registered with TD Securities (usa) LLC. TD Securities (USA) LLC is a Limited Liability Company formed in November 2004. The firm is registered in all 50 states, as well as the District of Columbia and Puerto Rico. It is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

174

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Kitsis’s Registration & Firm History

NY

03/06/2024 - Present

TD Securities (usa) LLC (NEW YORK NY)

NY

01/22/2024 - 04/10/2024

COWEN AND COMPANY (NEW YORK NY)

NY

04/21/2022 - 12/14/2023

UBS SECURITIES LLC (NEW YORK NY)

NY

01/03/2020 - 04/20/2022

PIPER SANDLER & CO. (NEW YORK NY)

NY

06/09/2016 - 01/03/2020

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/29/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2016

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/09/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jeffrey Scott Kitsis.
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