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Khristene Ann Cano

Broadway Wealth Solutions

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About Khristene Ann Cano

Khristene Cano is an investment advisor representative with Broadway Wealth Solutions, a firm based in San Antonio, TX. Khristene has been in the financial services industry for over 10 years, and has experience working with individuals, corporations, and charitable organizations. Khristene holds the Series 66, Series 7, and Series 24 licenses. Khristene is registered with the state of Texas.

Firm Information

Khristene Cano is currently registered with Broadway Wealth Solutions. Broadway Wealth Solutions is a registered investment advisor based in San Antonio, Texas. They provide portfolio management for businesses and individuals, and they have a total of 1,103 client accounts under management. The firm manages approximately $250 million in assets.
Broadway Wealth Solutions

1177 N.E. LOOP 410

SAN ANTONIO, TX 78209

$250.77M

Assets Under Management

690

Total Clients

8

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Khristene Cano’s Registration & Firm History

TX

11/16/2020 - Present

Broadway Wealth Solutions (SAN ANTONIO TX)

TX

05/16/2013 - 12/13/2018

BBVA SECURITIES INC. (SAN ANTONIO TX)

TX

01/10/2012 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

TX

05/02/2009 - 12/13/2011

CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)

CA

10/09/2008 - 05/02/2009

WAMU INVESTMENTS, INC. (IRVINE CA)

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Licenses & Designations

BOTH

Issued 01/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Khristene Ann Cano.
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