Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kordel? Claim Your ProfileKordel Drake is a financial professional with over 20 years of experience in the securities industry. Kordel is currently registered with Charles Schwab & CO., Inc. Kordel has been a registered representative with Charles Schwab & CO., Inc. since 1999 and has worked in Indianapolis, Indiana since 2010. Prior to joining Charles Schwab & CO., Inc., Kordel was a registered representative with OPTIONSXPRESS, INC. and PRUCO SECURITIES CORPORATION. Kordel holds FINRA Series 3, 6, 7, 9, 10, 63 and SIE licenses. Kordel is also registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.
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
IN
12/10/1999 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
01/09/2017 - 11/14/2017
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
NJ
08/17/1995 - 12/09/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 3 - National Commodity Futures Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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