Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Christopher David is a registered investment advisor with over 15 years of experience in the financial services industry. Kyle has been associated with MGI Funds Distributors, LLC, in Denver, CO since January 2020. Prior to that, Kyle worked for MMC Securities LLC and GWFS Equities, Inc., both in Colorado. Kyle holds a variety of licenses and registrations, including Series 6, 7, 26, 63 and 65. Kyle is committed to providing clients with personalized financial advice and guidance.
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.
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.
1
2
CO
01/02/2020 - Present
MGI Funds Distributors, LLC (Denver CO)
CO
10/08/2015 - 12/31/2019
MMC SECURITIES LLC (DENVER CO)
CO
02/25/2008 - 09/22/2015
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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