Nancy Beth Kayekirsch

Current Employers

Employment History

• 01/2006 → Present
  Lpl Financial, Llc
  Westhampton, NY
• 04/2006 → Present
  Sound View Financial Services
  Westhampton Beach, NY

Previous Registrations

• 2000-01-11 → 2003-01-28
  Nathan & Lewis Securities, Inc.
  Port Washington, NY

Other Businesses

1. 01/11/2006 - $OUND VIEW FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 12/19/2007 - NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - Time Spent 10% - SELL LONG TERM CARE AND TERM INSURANCE (THROUGH LPL INSURANCE), AND DISABILITY AND HEALTH INSURANCE. 3. 12/19/2007 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - TIME SPENT 5% - SELL HEALTH INSURANCE, DISABILITY, LONG TERM CARE, LIFE INSURANCE. 4. 09/22/2023 - Sound View Financial Services - Registered Investment Advisor - IAR - Investment Related - At Reported Business Location(s) - Start Date 09/01/2020 - 10 Hours Per Month/ 1 Hour During Trading - I provide financial planning and consulting services through Sound View Financial Services, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 5. 06/03/2024 - Point 32 Investment Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/10/2024 - 40 Hours Per Month/ 8 Hours During Trading 6. 07/26/2024 - Sound View Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/20/2008 - 15 Hours Per Month/ 10 Hours During Trading 7. 11/11/2024 - Supplemental Needs Trust fbo Jeremy Lovitz - Act in a Fiduciary Capacity - Not Investment Related - At Reported Business Location(s) - Start Date 05/01/2008 - 1 Hour Per Month/ 2 Hours During Trading. 8) 10/13/2025 - Risa Lovitz trust under will of Jonathan Lovitz - Not Investment Related - Act in a Fiduciary Capacity - At Reported Business Location(s) - Start Date:12/20/2024 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-08

Other Names

• Nancy Beth Kirsch
• Nancy Kaye
• Nancy Kaye Kirsch