Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Baumgartner is a financial advisor with Millennium Advisors, LLC. Kyle holds the Series 3, Series 7, and SIE licenses and is registered with the state of North Carolina. Kyle has been in the industry since August 2011. Previously, Kyle worked at CREDIT SUISSE SECURITIES (USA) LLC in New York, NY.
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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NC
08/16/2021 - Present
Millennium Advisors, LLC (CHARLOTTE NC)
NY
08/23/2011 - 09/10/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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