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MK

Mattie G. Kissiah

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CRD#: 1246828
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mattie Gay Kissiah was a registered financial professional .

Mattie is a previously registered financial professional and started their career in finance in 1984. Mattie had worked at 8 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 7, 2006 - October 8, 2012

COASTAL INVESTMENT MANAGEMENT INC.

RIA
CRD#: 141746
MOREHEAD CITY, NC
Past

November 8, 2004 - April 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MOREHEAD CITY, NC
Past

October 4, 2004 - April 27, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 1, 1997 - October 30, 1998

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

February 13, 1997 - July 25, 1997

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

August 17, 1993 - March 3, 1995

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 28, 1992 - May 25, 1993

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 20, 1991 - December 18, 1991

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

June 12, 1989 - August 31, 1990

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

May 23, 1988 - May 20, 1989

DEXTER YAGER SECURITIES, INC.

BD
CRD#: 17707
Past

January 27, 1988 - May 20, 1988

ARUNDEL SECURITIES, INC.

BD
CRD#: 13050
Past

February 20, 1986 - August 31, 1990

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

March 22, 1984 - January 14, 1986

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2004
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam

Current Firm


CI
COASTAL INVESTMENT MANAGEMENT INC.
COASTAL INVESTMENT MANAGEMENT INC.

CRD#: 141746 / SEC#:

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Contact information


Main Address
Morehead City, NC
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COASTAL INVESTMENT MANAGEMENT INC.

CRD#: 141746

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