Kolyn P.

Kolyn P.

Stockbroker

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

Connect with Kolyn P. to Send Message

Connect

Connect with Kolyn P. to Send Message

Connect
  • 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.