Unclaimed
Kyle Michael Potrykus is a registered representative with Anico Financial Services, Inc., based in Galveston, TX. Kyle has been in the financial services industry since 2004 and has a broad range of experience, having previously worked with Securities Management & Research, Inc., Guaranty Brokerage Services, Inc., Investment Professionals, Inc., and M&I Brokerage Services, Inc. Kyle holds the Series 7 and Series 63 licenses, as well as the SIE exam.
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
02/26/2021 - Present
Anico Financial Services, Inc. (GALVESTON TX)
TX
09/05/2012 - 12/31/2019
ANICO FINANCIAL SERVICES, INC. (GALVESTON TX)
TX
01/24/2008 - 09/04/2012
SECURITIES MANAGEMENT & RESEARCH, INC. (LEAGUE CITY TX)
TX
04/20/2006 - 11/27/2007
GUARANTY BROKERAGE SERVICES, INC. (ALVIN TX)
TX
11/30/2005 - 03/02/2006
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
WI
10/15/2002 - 11/18/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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