Unclaimed
Kyle Piechucki is a financial advisor with Edward Jones. Kyle has been in the financial services industry since 1994, and has a strong track record of helping individuals and families achieve their financial goals. Kyle holds Series 7, 63 and 66 licenses. Prior to joining Edward Jones, Kyle worked at several other firms including G.F.B. Securities, Inc., La Jolla Capital Corporation, Redstone Securities, Inc., Jaron Equities Corp., Investors Associates, Inc., and Gaines, Berland Inc. Kyle is dedicated to providing personalized service to his clients and helping them make informed decisions about their investments.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
02/27/2023 - Present
Edward Jones (EAST SETAUKET NY)
NY
01/13/1998 - 09/09/1999
G.F.B. SECURITIES, INC. (EAST MEADOW NY)
CA
06/10/1997 - 12/22/1997
LA JOLLA CAPITAL CORPORATION (SAN DIEGO CA)
TX
04/24/1997 - 05/28/1997
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
10/29/1996 - 11/20/1996
JARON EQUITIES CORP. (HICKSVILLE NY)
NJ
05/19/1995 - 10/23/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
11/07/1994 - 05/18/1995
GAINES, BERLAND INC. (BETHPAGE NY)
BOTH
Issued 02/23/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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