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Kyle Fortman
KYLE D FORTMAN, KYLE FORTMAN
CRD#: 7030314
IA
B
MORGAN STANLEYCRD#: 149777 850 South Palafox Street
Suite 200
Pensacola, FL 32502
Suite 200
Pensacola, FL 32502
0
Disclosures
5
Years of Experience
View By:
State Registrations
B
Alabama 1/19/2022
B
Mississippi 1/19/2022
B
Alaska 9/5/2022
B
Missouri 8/2/2022
B
Arizona 1/19/2022
B
Nevada 1/2/2024
B
Arkansas 9/5/2022
B
New Hampshire 4/2/2024
B
California 1/19/2022
B
New Jersey 6/21/2022
B
Colorado 9/5/2022
B
New Mexico 5/10/2022
B
Connecticut 6/13/2022
B
New York 4/2/2024
B
Delaware 9/5/2022
B
North Carolina 9/5/2022
B
District of Columbia 9/5/2022
B
North Dakota 4/2/2024
B
Florida 3/4/2021
B
Ohio 9/6/2022
IA
Florida 5/28/2021
B
Oregon 4/2/2024
B
Georgia 3/4/2021
B
Pennsylvania 9/5/2022
B
Idaho 9/5/2022
B
South Carolina 9/5/2022
B
Illinois 8/8/2022
B
Tennessee 9/5/2022
B
Indiana 4/29/2022
B
Texas 8/5/2022
B
Kentucky 9/5/2022
IA
Texas 8/16/2022
B
Louisiana 1/19/2022
B
Utah 4/2/2024
B
Maine 4/2/2024
B
Virginia 4/29/2022
B
Maryland 9/5/2022
B
Washington 6/22/2022
B
Massachusetts 9/5/2022
B
West Virginia 1/20/2023
B
Michigan 5/26/2022
B
Wisconsin 4/2/2024
B
Minnesota 1/19/2024
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 5/28/2021
B
Registered with this firm since 3/4/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 12/05/2018 - 08/24/2020 | COVINGTON, KY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.