Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
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