Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kim? Claim Your ProfileKim Hunkler is an investment advisor representative at Charles Schwab & Co., Inc., located in Columbus, Ohio. Kim has been in the financial services industry since 1993 and is registered in 27 states, as well as with FINRA. Kim is a registered investment advisor and a licensed securities agent. Kim is also the owner of HELP Seminars and Walking Manhattan, and is a president of the non-profit organization Catholic Homily.
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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2
OH
01/06/2020 - Present
Charles Schwab & CO., Inc. (Columbus OH)
IL
07/08/1998 - 03/31/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
01/01/1995 - 07/07/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IN
05/21/1993 - 08/30/1994
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/21/1993 - 08/30/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/02/1992 - 06/01/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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