Unclaimed
Kyle William Pitman is a registered representative with Needham & Company, LLC and has been in the industry since June 5, 2022. Kyle William Pitman is currently registered in California, Illinois, Massachusetts, Minnesota and New York. Kyle William Pitman holds the Series 63, Series 79TO, and SIE exams.
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.
Securities research
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.
Pursuant to csa agreements
1
2
MA
06/06/2022 - Present
Needham & Company, LLC (BOSTON MA)
BC
Issued 08/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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