Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Grossart is a financial advisor in Roseville, CA. Kyle is registered with Stifel, Nicolaus & Company, Inc. Kyle has been in the financial industry since April 18, 1983. Kyle holds the following licenses and registrations: Series 63, Series 7, Series 9 and Series 10. Kyle specializes in a number of areas including investment advisory services, portfolio management for businesses, portfolio management for individuals, financial planning, pension consulting and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
03/27/2015 - Present
Stifel, Nicolaus & Company, Inc. (ROSEVILLE CA)
CA
12/03/2008 - 04/24/2015
SOUTHWEST SECURITIES, INC. (SACRAMENTO CA)
CA
10/16/1995 - 12/18/2008
M.L. STERN & CO., LLC. (SACRAMENTO CA)
NJ
03/04/1994 - 10/18/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
04/19/1983 - 03/14/1994
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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