Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyle? Claim Your ProfileLyle Wesley Davis has been active in the financial services industry since August 11, 1969. Lyle is currently registered with Wilson-Davis & CO., Inc. and holds a Series 63 and a Series 65 license. Lyle is also a principal at Wilson-Davis & CO., Inc. and holds Series 4, Series 24, and Series 27 licenses. Lyle also has a Series 99TO, Series 79TO, Series 7TO, and a SIE license. Lyle is registered in 10 states.
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
UT
08/12/1969 - Present
Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)
IA
Issued 05/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/19/1985
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/02/1969
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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