Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kenneth Killebrew is a financial advisor with over 25 years of experience in the financial services industry. James is currently registered with Charles Schwab & CO., Inc. in Tennessee. James has previously worked for Fidelity Brokerage Services LLC, Prudential Securities Incorporated, and Princor Financial Services Corporation. James holds several licenses and designations, including the Series 6, 7, 9, 10, 63, and 65 securities licenses. James is a Certified Financial Planner (CFP®). James' specializations include providing financial advice to individuals and families.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TN
08/10/2023 - Present
Charles Schwab & CO., Inc. (Germantown TN)
TN
10/29/2021 - 02/10/2023
CHARLES SCHWAB & CO., INC. (Germantown TN)
TN
05/07/1999 - 10/01/2021
FIDELITY BROKERAGE SERVICES LLC (GERMANTOWN TN)
NY
02/23/1998 - 04/28/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
09/25/1997 - 01/30/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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