Unclaimed
Kyle Ray is an investment advisor representative at Full Sail Capital, LLC. Kyle has been in the industry for over 2 years and holds Series 7TO, SIE and Series 66 licenses. Kyle has worked with many different clients including, but not limited to, individuals, corporations, charitable organizations, and pension and profit-sharing plans. Kyle is also experienced with managing assets on a discretionary and non-discretionary basis. Kyle has previously worked at Saxony Securities, Inc. and Ironhorse Investments & Estate Planning.
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.
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.
1
2
OK
10/22/2021 - Present
Full Sail Capital, LLC (OKLAHOMA CITY OK)
OK
01/01/2021 - 10/26/2021
SAXONY SECURITIES, INC. (Edmond OK)
BOTH
Issued 04/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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