Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Graffagnini is a financial advisor with LPL Financial LLC, where Kyle has been registered since December 15, 2023. Kyle has been in the financial services industry since May 30, 1998. Kyle holds Series 7, 24, 55, 57, and 63 licenses and the SIE. Kyle has previously worked with Coker & Palmer, Scotia Capital (USA) Inc., Howard Weil Incorporated, Legg Mason Wood Walker, Incorporated, and Howard, Weil, Labouisse, Friedrichs Inc. Kyle is registered in 11 states: Georgia, Hawaii, Illinois, Kentucky, Louisiana, Mississippi, New York, Oklahoma, Tennessee, Texas, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
12/15/2023 - Present
LPL Financial LLC (NEW ORLEANS LA)
LA
07/09/2020 - 10/09/2023
COKER & PALMER (New Orleans LA)
LA
11/01/2012 - 02/04/2020
SCOTIA CAPITAL (USA) INC. (NEW ORLEANS LA)
LA
10/31/2003 - 11/01/2012
HOWARD WEIL INCORPORATED (NEW ORLEANS LA)
MD
04/26/2000 - 10/31/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
10/22/1997 - 04/26/2000
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC. (NEW ORLEANS LA)
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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