Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winfred? Claim Your ProfileWinfred Kyle Hall is a financial professional with over 24 years of experience in the securities industry. Winfred has a strong background in various aspects of the financial services industry. Winfred is currently registered with Charles Schwab & Co., Inc. and is based in Lone Tree, CO. Prior to joining Charles Schwab, Winfred worked at Brokerage Administrators Corporation and American Express Financial Advisors Inc.
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
CO
05/21/1999 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
01/26/1999 - 05/26/1999
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
CO
12/17/1998 - 01/26/1999
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
MN
04/23/1998 - 08/20/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/1998 - 08/20/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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