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KH

Kyle D. Hess

NATIONAL FINANCIAL SERVICES
BOSTON, MA 02210
Some features on this profile are disabled
CRD#: 7309718
KH
Kyle David HessNATIONAL FINANCIAL SERVICES

Professional summary

Kyle David Hess, who also goes by Kyle Hess, is a registered financial professional currently at NATIONAL FINANCIAL SERVICES LLC located in Boston, Massachusetts.

Kyle is registered as a RR (Registered Representative) and started their career in finance in 2021. Kyle has worked at 2 firms and has passed the Series 63, Series 7TO, Series 99TO, Series 6TO and SIE exams.

Aliases

Kyle Hess

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kyle David Hess's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 19, 2022 - Present

NATIONAL FINANCIAL SERVICES LLC

Office #1: 245 Summer Street, Boston, MA 02210
BD
CRD#: 13041
BOSTON, MA
Past

July 30, 2021 - August 5, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 4/16/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Status Unavailable
Passed: 11/20/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Status Unavailable
Passed: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 6TO
Status Unavailable
Passed: 7/30/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 4/1/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NF
NATIONAL FINANCIAL SERVICES LLC
NATIONAL FINANCIAL SERVICES CORPORATION | NATIONAL FINANCIAL SERVICES, LLC | NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041 / SEC#: 801-50706, 8-26740

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
245 Summer Street Mail Zone Z2h, Boston, MA 02210
Mailing Address
Two Destiny Way Mail Zone: Wg3d, Westlake, TX 76262
Phone number
(617) 563-7000
Established
Delaware since 06/08/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
2,100

FINRA licenses (53 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
FIDELITY GLOBAL BROKERAGE GROUP, INC.SOLE MEMBER
ADAMS, ROBERT JOHNCHIEF OPERATIONS OFFICER/ELECTED MANAGER1291582
CRUPI, KAREN MICHELECHIEF LEGAL OFFICER2982229
DYER, JANET MARIECHIEF COMPLIANCE OFFICER3186352
MCGRAW, GERARD JOHNDIRECTOR4713963
PAGLIOCCO, JAMES (NMN)DIRECTOR2141541
RHODES, NOAH BUTLERCHIEF FINANCIAL OFFICER6546392
TESAURO, THOMAS JOHNELECTED MANAGER1862532
TESAURO, THOMAS JOHNPRESIDENT1862532

Disclosures

Regulatory Event47
Civil Event1
Arbitration15

Red Flags

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Company Information

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041Boston, MA 02210

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