Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Flanagan is a financial professional with over 16 years of experience in the industry. Kimberly is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Kimberly has previously held positions at TD Ameritrade, Inc., TD Ameritrade Clearing, Inc., Chase Investment Services Corp. and Fidelity Brokerage Services LLC. Kimberly holds the Series 63, Series 24 and Series 7 securities licenses and the SIE exam. Kimberly's firm, Charles Schwab & CO., Inc., is a leading provider of financial services, including brokerage, investment management, and banking. The firm has a strong commitment to providing its clients with a wide range of investment products and services to meet their individual needs.
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
TX
01/27/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/02/2013 - 12/31/2023
TD AMERITRADE, INC. (Westlake TX)
TX
12/08/2011 - 12/31/2023
TD AMERITRADE CLEARING, INC. (Westlake TX)
TX
11/20/2008 - 12/08/2011
TD AMERITRADE, INC. (FORT WORTH TX)
TX
05/11/2007 - 11/10/2008
CHASE INVESTMENT SERVICES CORP. (DENTON TX)
TX
02/24/2006 - 07/27/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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