Unclaimed
Kyle Catanzano is a registered representative with J.P. Morgan Securities LLC and has been in the industry since 2022. Kyle has been registered in 53 states and is active in both broker-dealer and investment advisory capacities. Kyle has experience with HSBC Securities (USA) Inc. and Equitable Advisors, LLC. Kyle has also been employed by JPMorgan Chase Bank, N.A. and HSBC Bank USA, N.A. Prior to that, Kyle has held positions with Northwestern Mutual, Lululemon and The Rockville Links. Kyle is also a graduate of the University of Scranton. Kyle is licensed with Series 66, 7TO and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
03/05/2024 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NY
02/02/2023 - 02/09/2024
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
06/02/2022 - 01/25/2023
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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