Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Fortman is a financial advisor registered with Morgan Stanley. Kyle has been in the financial services industry since June 13, 2019. Kyle holds licenses to provide advisory services in Florida and Texas. Kyle is a Registered Representative of Morgan Stanley Smith Barney LLC, a registered investment advisor. Kyle has been registered with both firms and holds the Series 63, 65, 7 and SIE licenses. Kyle is also a registered representative of Morgan Stanley.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
08/16/2022 - Present
Morgan Stanley (Pensacola FL)
KY
12/05/2018 - 08/24/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 05/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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