Unclaimed
Kyle Horst is a registered representative with J.P. Morgan Securities LLC. Kyle has been in the financial industry for over 6 years and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. Kyle holds the Series 7, Series 66, and SIE licenses. Prior to joining J.P. Morgan, Kyle worked at Citigroup Global Markets Inc. and Merrill Lynch. Kyle is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
09/23/2021 - Present
J.p. Morgan Securities LLC (HUNTINGTON BEACH CA)
CA
05/06/2019 - 10/04/2021
CITIGROUP GLOBAL MARKETS INC. (CERRITOS CA)
CA
07/24/2017 - 05/14/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MISSION VIEJO CA)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2017
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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