linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kyle William Witschen

Raymond James Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kyle? Claim Your Profile

About Kyle William Witschen

Kyle William Witschen is a financial advisor with Raymond James Financial Services, Inc. Kyle is a Registered Representative of Raymond James & Associates, Inc. Kyle has been in the industry since 2013 and holds the Series 4, 6, 7, 24, 52, and 63 licenses. Kyle is also a Registered Principal with Raymond James & Associates, Inc. Kyle's current office location is in St. Petersburg, Florida.

Firm Information

Kyle Witschen is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kyle Witschen’s Registration & Firm History

FL

05/26/2023 - Present

Raymond James Financial Services, Inc. (ST. PETERSBURG FL)

FL

03/04/2016 - 06/12/2023

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

04/29/2015 - 02/23/2016

KOVACK SECURITIES INC. (FT. LAUDERDALE FL)

FL

04/08/2014 - 04/24/2015

TRADEKING (FORT LAUDERDALE FL)

FL

05/29/2013 - 04/01/2014

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BOCA RATON FL)

NY

05/29/2013 - 04/01/2014

MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)

Not sure if Kyle William Witschen is right for you?

Licenses & Designations

BC

Issued 08/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/25/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2015

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2016

Series 52 - Municipal Securities Representative Examination

BC

Issued 07/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle William Witschen.
Not sure if Kyle William Witschen is right for you?