Kyle M. Najarian
Professional summary
Kyle Michael Najarian, CIMA®, who also goes by Kyle M. Najarian, Kyle Michael Najarian, Kyle Najarian, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island and NATIONAL FINANCIAL SERVICES LLC located in Boston, Massachusetts.
Kyle is registered as a RR (Registered Representative) and started their career in finance in 2004. Kyle has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kyle Michael Najarian's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917October 23, 2023 - Present
NATIONAL FINANCIAL SERVICES LLC
Office #1: 245 Summer Street, Boston, MA 02210May 25, 2019 - July 9, 2019
INVESCO DISTRIBUTORS, INC.
June 12, 2015 - May 25, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
January 4, 2010 - June 1, 2015
ALLSPRING FUNDS MANAGEMENT, LLC
January 4, 2010 - June 1, 2015
ALLSPRING FUNDS DISTRIBUTOR, LLC
September 18, 2009 - January 4, 2010
EVERGREEN INVESTMENT MANAGEMENT CO
February 13, 2008 - January 4, 2010
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
April 14, 2005 - September 21, 2006
STRATEGIC ADVISERS LLC
April 1, 2005 - April 14, 2005
FIDELITY BROKERAGE SERVICES LLC
May 17, 2004 - September 21, 2006
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/22/2019)
Exams
BOX Exchange LLC
Cboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
Cboe C2 Exchange, Inc.
Cboe EDGA Exchange, Inc.
Cboe EDGX Exchange, Inc.
Cboe Exchange, Inc.
FINRA
Investors' Exchange LLC
MEMX LLC
NYSE American LLC
NYSE Arca, Inc.
Nasdaq BX, Inc.
Nasdaq ISE, LLC
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
NATIONAL FINANCIAL SERVICES LLC
CRD#: 13041 / SEC#: 801-50706, 8-26740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | SOLE MEMBER | |
| ADAMS, ROBERT JOHN | CHIEF OPERATIONS OFFICER/ELECTED MANAGER | 1291582 |
| CRUPI, KAREN MICHELE | CHIEF LEGAL OFFICER | 2982229 |
| DEPOALO, RONALD EDWARD | PRESIDENT | 5995085 |
| DYER, JANET MARIE | CHIEF COMPLIANCE OFFICER | 3186352 |
| RHODES, NOAH BUTLER | CHIEF FINANCIAL OFFICER | 6546392 |
| TESAURO, THOMAS JOHN | ELECTED MANAGER | 1862532 |
Disclosures
| Regulatory Event | 47 |
| Civil Event | 1 |
| Arbitration | 14 |
Red Flags
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Company Information
NATIONAL FINANCIAL SERVICES LLC
CRD#: 13041Smithfield, RI 02917TRUST BUT VERIFY
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