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KB

Kylie L. Blasen

Some features on this profile are disabled
CRD#: 7585557
KB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kylie Lyn Blasen was a registered financial professional .

Kylie is a previously registered financial professional and started their career in finance in 2023. Kylie had worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
A VITA NOVA, PLLC; NO; 5100 MARSH ROAD, SUITE 83, OKEMOS, MICHIGAN 48864; HEALTH AND WELLNESS; MEDICAL AESTHETICS; CHIEF OPERATING OFFICER; 06/2019; APPROXIMATLEY 50 HOURS PER MONTH WITH ZERO DURING TRADING HOURS; OVERSEE AND CONSULT ON DAY-TO-DAY OPERATIONS, BUDGET, AND FINANCE. Lawyer by education (Juris Doctor) but I am not engaged in the practice of law. Thus, I do not receive any commission or compensation for the practice of law or legal representation.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

March 15, 2024 - December 19, 2024

FINALIS SECURITIES LLC

BD
CRD#: 305908
NEW YORK, NY
Past

April 4, 2023 - December 31, 2023

CAMBRIDGE DIGITAL ASSET GROUP

RIA
CRD#: 325469
EAST LANSING, MI

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

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/22/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/7/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/16/2022
General Securities Principal Examination

Current Firm

FS
FINALIS SECURITIES LLC
DEALSYTE SECURITIES LLC | FINALIS SECURITIES LLC

CRD#: 305908 / SEC#: , 8-70425

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

Main Address
228 Park Ave South Suite 85550, New York, NY 10003
Mailing Address
228 Park Ave South Suite 85550, New York, NY 10003
Phone number
(800) 962-0418
Established
Delaware since 09/10/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FINALIS, INC.HOLDING COMPANY
AZARY, DENNIS MICHAELCEO/CCO/FINOP2384263

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINALIS SECURITIES LLC

CRD#: 305908

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