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Kena Verue Martin

Charles Schwab & CO., Inc.

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About Kena Verue Martin

Kena Martin is a financial advisor with Charles Schwab & Co., Inc., with over 18 years of experience in the financial industry. Kena is a licensed securities professional and holds the Series 6, 7, 24, and SIE licenses. Kena has a strong understanding of the financial markets and a commitment to providing clients with personalized advice and strategies.

Firm Information

Kena Martin is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kena Martin’s Registration & Firm History

IL

07/02/2018 - Present

Charles Schwab & CO., Inc. (Chicago IL)

TX

07/31/2015 - 04/26/2018

DFA SECURITIES LLC (AUSTIN TX)

TX

12/02/2014 - 07/08/2015

BBVA SECURITIES INC. (HOUSTON TX)

TX

05/19/2000 - 10/17/2014

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

TX

06/09/2010 - 08/09/2012

VAN KAMPEN FUNDS INC. (HOUSTON TX)

TX

06/19/2007 - 12/07/2007

FUND MANAGEMENT COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/18/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kena Verue Martin.
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