Unclaimed
Kyle Lafountain is a financial professional with experience in the industry since 2020. Kyle is currently registered with National Financial Services LLC. Kyle has a Series 7, Series 9, Series 10, Series 63 and Series 99TO licenses. In the past, Kyle was also registered with Fidelity Brokerage Services LLC.
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.
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2
TX
06/26/2023 - Present
National Financial Services LLC (WESTLAKE TX)
NH
12/14/2018 - 11/19/2021
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 12/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/08/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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