Unclaimed
Kyle Finnerty is a Financial Advisor with Brean Capital, LLC. Kyle has been in the industry since 2006 and has a strong track record of success. Kyle holds Series 7, 79, and 63 licenses. Kyle has experience working with a wide range of clients. Kyle is committed to providing clients with personalized financial advice and guidance.
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.
1
2
NY
08/24/2020 - Present
Brean Capital, LLC (Uniondale NY)
NY
04/14/2011 - 08/27/2020
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/06/2006 - 02/18/2009
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 05/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kyle Finnerty is the right advisor for you? Invested Better is here to help.