Kaylee J. He
Professional summary
Kaylee Jiayi He, who also goes by Kaylee He, is a registered financial professional currently at BLOOMBERG TRADEBOOK CANADA COMPANY located in New York, New York and BLOOMBERG TRADEBOOK LLC located in New York, New York.
Kaylee is registered as a RR (Registered Representative) and started their career in finance in 2026. Kaylee has worked at 2 firms and has passed the Series 27 exam.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Kaylee Jiayi He's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2026 - Present
BLOOMBERG TRADEBOOK CANADA COMPANY
Office #1: 731 Lexington Ave, New York, NY 10022April 15, 2026 - Present
BLOOMBERG TRADEBOOK LLC
Office #1: 731 Lexington Ave, New York, NY 10022State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
BLOOMBERG TRADEBOOK LLC
CRD#: 40881 / SEC#: , 8-49219
Contact information
FINRA licenses (52 States and Territories)
Documents
Disclosures
| Regulatory Event | 9 |
Red Flags
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