Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle David Lukowitz is a financial advisor who is registered to provide securities and investment advisory services in multiple states. Kyle is a registered representative of Edward Jones and has been in the industry since March 12, 2003. Kyle has been with Edward Jones since May 2013. Prior to that, Kyle was employed by J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and U.S. BANCORP INVESTMENTS, INC.. Kyle is registered with the following securities licenses: Series 63, Series 65, Series 7, and SIE.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WI
05/31/2013 - Present
Edward Jones (KIMBERLY WI)
WI
10/01/2012 - 06/12/2013
J.P. MORGAN SECURITIES LLC (APPLETON WI)
WI
07/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (APPLETON WI)
WI
03/07/2003 - 07/13/2007
U.S. BANCORP INVESTMENTS, INC. (GREEN BAY WI)
IA
Issued 12/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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