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Kolyn P.

Kolyn P.

Stockbroker

Followers of Kolyn P.251 followers
location of Kolyn P.Dallas-Fort Worth Metroplex

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  • Timeline

  • About me

    Development Manager, MARCOM at Charles Schwab

  • Education

    • The University of Texas at Arlington

      -
      Bachelor of Science - BS Economics 3.2

  • Experience

    • TD Ameritrade

      Jan 2007 - Jan 2009
      Stockbroker

    • CORE Inc.

      Jan 2009 - Jan 2011
      Account Manager

    • Ameriprise Financial Services, Inc.

      Jan 2011 - Jan 2012
      Paraplanner

    • Synergy Management Group

      Jan 2012 - Jan 2015
      President

    • Fidelity Investments

      Jan 2015 - Nov 2016
      Team Lead, Financial Associate

    • USAA

      Nov 2016 - Apr 2019
      Wealth Advisor III

    • Charles Schwab

      Jun 2019 - now

      Manager, MARCOM (Marketing Communications)

      • Manager

        Dec 2021 - now

      • Investment Consultant

        Jun 2019 - Dec 2021

  • Licenses & Certifications

    • Accredited Asset Management Specialist (AAMS)

    • Group 1 Life and Health

    • Series 10

      FINRA

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 9

      FINRA

    • Series 66

      FINRA (Financial Industry Regulatory Authority)

  • Volunteer Experience

    • Volunteer

      Issued by Dress for Success Dallas
      Dress for Success DallasAssociated with Kolyn P.

    • Volunteer

      Issued by Junior Achievement of Dallas, Inc.
      Junior Achievement of Dallas, Inc.Associated with Kolyn P.

    • Public Relations Volunteer

      Issued by Toastmasters International
      Toastmasters InternationalAssociated with Kolyn P.