Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Bryant is a financial advisor with Charles Schwab & Co., Inc. Kimberly has been in the financial services industry since January 22, 2004. Kimberly has a wide range of experience in the financial services industry, having worked for several firms, including Touchstone Securities, Inc., and GNA Securities, Inc. Kimberly is a registered representative and investment advisor representative in the state of Texas, and she is licensed to sell securities and provide investment advice in several other states. Kimberly is also a licensed financial planner, and she specializes in providing financial advice to individuals and families. Kimberly is committed to helping clients achieve their financial goals, and she takes a personalized approach to advising clients.
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
1
2
TX
07/06/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
07/16/2007 - 04/26/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
NA
10/01/1992 - 12/31/1994
TOUCHSTONE SECURITIES, INC.
NA
05/01/1990 - 10/07/1992
GNA SECURITIES, INC.
BOTH
Issued 10/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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