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Kyle Gene Underwood

Jefferies LLC

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About Kyle Gene Underwood

Kyle Gene Underwood is a registered representative with Jefferies LLC. Kyle Underwood has been in the industry for 2 years and has a Series 63, Series 79TO, and SIE license. Kyle Underwood previously worked at Woodrock Securities, L.P. and is currently located in Houston, Texas.

Firm Information

Kyle Underwood is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kyle Underwood’s Registration & Firm History

TX

04/08/2024 - Present

Jefferies LLC (HOUSTON TX)

TX

08/02/2023 - 03/15/2024

WOODROCK SECURITIES, L.P. (HOUSTON TX)

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Licenses & Designations

BC

Issued 12/01/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/01/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 06/13/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Gene Underwood.
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