Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kylie? Claim Your ProfileKylie Quintero is a registered investment advisor representative with Charles Schwab & CO., Inc. Kylie has been in the financial industry since October 2023 and is licensed to provide financial advice in Texas. Kylie has a Series 66 license and holds the Series 7TO and SIE designations. Kylie's experience includes prior work at Ramirez Capital, Adam Clements Safaris and Opera San Antonio. Kylie provides financial planning services and has a special focus on other financial products and services.
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
05/03/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BOTH
Issued 05/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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