Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phyllis? Claim Your ProfilePhyllis Martin Kyle is a registered Investment Advisor Representative associated with 1900 Wealth. Phyllis has been working in the financial services industry since 1987. Phyllis has experience in various areas, including portfolio management for individuals and businesses, financial planning and pension consulting.
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.
Set rates for specific services, regardless of time or assets managed.
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.
Consulting fees
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2
TX
09/28/2023 - Present
1900 Wealth (SAN ANTONIO TX)
LA
07/27/2000 - 08/30/2001
WHITNEY SECURITIES, L.L.C. (NEW ORLEANS LA)
GA
09/16/1998 - 05/26/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
10/31/1991 - 08/06/1998
MARQUIS INVESTMENTS, L.L.C.
NA
09/24/1991 - 11/12/1991
WESTCAP GOVERNMENT SECURITIES, INC.
TX
09/24/1991 - 11/12/1991
WESTCAP SECURITIES, INC. (HOUSTON TX)
NA
03/23/1988 - 05/28/1991
AMERISTAR CAPITAL MARKETS, INC.
NA
01/29/1988 - 03/04/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
07/31/1987 - 12/14/1987
CNA INVESTOR SERVICES, INC.
IA
Issued 07/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/1999
Series 24 - General Securities Principal Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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