Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Denis Alexander is an investment advisor representative associated with Citigroup Global Markets Inc., licensed to operate in 53 states and the District of Columbia. Kyle has been in the industry since 2006, working at J.P. Morgan Securities LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. before joining Citigroup Global Markets Inc. again in 2022. Kyle holds the Series 4, 7, 9, 10, 24, 31, 52TO, 66 and SIE licenses and specializes in investment advisory services such as financial planning, pension consulting, asset allocation advice, and publication of periodicals. Kyle is also a registered principal.
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
CT
11/07/2022 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
NY
02/23/2015 - 01/06/2022
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
10/03/2009 - 01/03/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/01/2009 - 03/29/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
02/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 04/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
Series 4 - Registered Options Principal Examination
BC
Issued 03/05/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/12/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/15/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
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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