Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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