Unclaimed
Kohl Gordon Kinnerup is a registered representative with Charles Schwab & Co., Inc. based in Phoenix, Arizona. Kohl has been in the securities industry since 2011 and has experience with Vanguard Marketing Corporation. Kohl specializes in Financial Planning and selection of other advisers. Kohl's registration is active in Broker-Dealer (BC) scope and is not registered with the Investment Advisor Association (IA).
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
AZ
07/20/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/02/2011 - 06/30/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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