Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelvin? Claim Your ProfileKelvin Skewes campos is a registered representative with Charles Schwab & Co., Inc., working in the Menlo Park, CA office. Kelvin has been in the securities industry since 2022. Kelvin holds the Series 7TO, SIE and Series 66 licenses and is currently registered with FINRA and the state of California. Kelvin is also a technical director for Sunnyvale Alliance Soccer Club, coaching boys soccer teams and creating curriculum for training of the boys ages seven to twelve years old.
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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CA
08/05/2024 - Present
Charles Schwab & CO., Inc. (Menlo Park CA)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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