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KW

Kyi Kyi Win

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CRD#: 4047381
KW

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.

Kyi Kyi Win was a registered financial professional .

Kyi Kyi is a previously registered financial professional and started their career in finance in 2000. Kyi Kyi had worked at 4 firms and has passed the Series 63, Series 7 and Series 24 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

March 13, 2009 - August 21, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
HOUSTON, TX
Past

June 28, 2004 - March 6, 2009

USF SECURITIES, L.P.

BD
CRD#: 37942
HOUSTON, TX
Past

April 14, 2000 - April 14, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 14, 2000 - April 14, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

January 2, 2000 - March 6, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 2, 2000 - March 6, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
Series 63
Date: 12/16/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BL
BROKERSXPRESS LLC
BROKERSXPRESS LLC | BXADVISORS | BX INSURANCE SERVICES | BX ASSET MANAGEMENT

CRD#: 127081 / SEC#: 801-66123, 8-65953

BD
Terminated by SEC on 02/05/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 03/26/2003
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BROKERSXPRESS DISCLOSURE BROCHURE (5/25/2012)

Direct owners and executive officers


NamePositionCRD#
BROKERSXPRESS ILLINOIS, INC.MANAGING MEMBER
KONOP, LYNN MARIECHIEF COMPLIANCE OFFICER1216310
METZGER, BARRY SCOTTCEO4719211
WETZEL, RONALD LEEFINANCIAL & OPERATIONS PRINCIPAL (FINOP)4671726

Disclosures


Regulatory Event6
Bond1

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


BROKERSXPRESS LLC

CRD#: 127081

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