Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Clarence Caffrey is a financial professional with over 8 years of experience in the securities industry. Kyle is currently registered with Middlegate Securities Inc. and holds the Series 7, Series 63, Series 52TO and SIE licenses. Previously, Kyle was registered with UBS Financial Services Inc. Kyle is registered with the state of New York and 52 other states as a Broker.
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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NY
12/02/2015 - Present
Middlegate Securities Inc. (NEW YORK NY)
NJ
10/02/2015 - 11/11/2015
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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