Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Andrew Waldhauer is a financial advisor who has been in the industry since April 1997. Kyle is currently registered with Lazard Asset Management Securities LLC. Kyle has held previous positions at LAZARD FRERES & CO. LLC, FIDELITY BROKERAGE SERVICES, INC., and PRUDENTIAL SECURITIES INCORPORATED. Kyle is registered in New York and holds the Series 7, Series 63, and SIE licenses.
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
12/16/2004 - Present
Lazard Asset Management Securities LLC (NEW YORK NY)
NY
07/21/1998 - 12/31/2002
LAZARD FRERES & CO. LLC (NEW YORK NY)
RI
01/01/1995 - 02/05/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
05/11/1994 - 07/07/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kyle Waldhauer is the right advisor for you? Invested Better is here to help.
