Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kandice? Claim Your ProfileKandice Persad is a registered representative with Frost Investment Services. Kandice is licensed in Texas and holds the Series 7TO, Series 63 and SIE licenses. Kandice has been in the financial services industry since 2013 and specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Kandice has a focus on providing high-quality investment advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/11/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
BC
Issued 04/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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