Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyrillos? Claim Your ProfileKyrillos Assad is a financial professional with over 2 years of experience in the industry. Kyrillos is currently registered with Charles Schwab & CO., Inc. and is also registered in 53 states and jurisdictions. Kyrillos previously worked for TD Ameritrade, Inc. Kyrillos holds the Series 3, Series 7TO, and Series 63 licenses, as well as the SIE designation. Kyrillos has a broad range of experience and is able to provide financial advice to individuals and businesses.
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
MO
10/19/2023 - Present
Charles Schwab & CO., Inc. (St Louis MO)
IL
09/16/2022 - 01/09/2024
TD AMERITRADE, INC. (CHICAGO IL)
BC
Issued 09/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2024
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Kyrillos Assad is the right advisor for you? Invested Better is here to help.
