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Kyle E Laine

Purshe Kaplan Sterling Investments

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About Kyle E Laine

Kyle Laine is a financial advisor at Purshe Kaplan Sterling Investments, a firm that has a focus on serving investors. Kyle is licensed to provide financial advice in New York. Kyle has been in the financial services industry since August 2014. Kyle is a Series 7 and Series 63 licensed representative.

Firm Information

Kyle Laine is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Kyle Laine’s Registration & Firm History

NY

08/12/2014 - Present

Purshe Kaplan Sterling Investments (ALBANY NY)

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Licenses & Designations

BC

Issued 05/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle E Laine.
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