Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle A. Burgoyne is an investment advisor representative with Citigroup Global Markets Inc., and has been in the industry since 2013. Kyle is registered with the state of Texas and has a variety of licenses and certifications, including Series 3, 7, 24, 34, 63, 65, 99, and SIE. Kyle has previously worked at JP Morgan Securities LLC, Capital One Investing, LLC, and Scottrade, Inc. Kyle specializes in providing financial planning, asset allocation advice, and portfolio management for individuals and businesses. Kyle's clients are individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
07/14/2023 - Present
Citigroup Global Markets Inc. (Irving TX)
OH
01/26/2021 - 06/24/2023
J.P. MORGAN SECURITIES LLC (Columbus OH)
TX
08/17/2018 - 04/29/2020
J.P. MORGAN SECURITIES LLC (Plano TX)
VA
10/31/2016 - 07/16/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
TX
08/05/2015 - 10/13/2016
SCOTTRADE, INC. (IRVING TX)
TX
08/20/2012 - 07/21/2015
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2018
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 09/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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