Unclaimed
Kyle Wilson is a financial professional with over 14 years of experience in the securities industry. Kyle is currently registered with Bay Crest Partners, LLC, and is also registered with FINRA. Kyle holds multiple licenses, including Series 7, Series 24, Series 55, Series 57TO, and Series 63. Kyle has previously been employed by BANC OF AMERICA SECURITIES LLC. Kyle is licensed in multiple states, including Michigan, New York, North Carolina, Oklahoma, Oregon, Puerto Rico, Rhode Island, and Virginia.
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
02/23/2009 - Present
BAY Crest Partners, LLC (NY NY)
NY
10/03/2008 - 04/07/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2017
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 12/03/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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