Unclaimed
Kyle Coleman is a financial advisor with FMI Capital Advisors, Inc. in Houston, TX. Kyle has been in the industry since 2017 and has a broad range of experience in investment banking. Kyle holds the Series 63, Series 79 and Series 79TO licenses and is registered in California, Colorado, Florida, North Carolina and Texas.
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
TX
12/02/2022 - Present
FMI Capital Advisors, Inc. (Houston TX)
NY
06/01/2018 - 04/09/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
08/26/2017 - 04/12/2018
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 02/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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