Unclaimed
Kyle Schafer is a financial advisor at Lincoln International LLC. Kyle has been in the industry since February 26, 2023 and is registered in California, Illinois, New Jersey and Texas. Kyle holds the Series 79TO, SIE, and Series 63 licenses.
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.
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2
CA
02/27/2023 - Present
Lincoln International LLC (San Francisco CA)
BC
Issued 10/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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