Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Lustenberger is a financial advisor who has been working in the industry since 2010. Kyle is currently registered with UBS Financial Services Inc. and has been with the firm since 2015. Prior to joining UBS Financial Services Inc., Kyle worked for Morgan Stanley Distribution, Inc. and Morgan Stanley. Kyle has a wide range of experience in the financial services industry, with expertise in securities, investments, and financial planning. Kyle is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals. Kyle holds several licenses and certifications, including Series 7, Series 9, Series 10, Series 63, and Series 66.
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.
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.
See schedule d - miscellaneous
1
2
CA
05/10/2022 - Present
UBS Financial Services Inc. (San Francisco CA)
NY
06/18/2014 - 08/20/2015
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
09/24/2010 - 06/23/2014
MORGAN STANLEY (PURCHASE NY)
BOTH
Issued 09/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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