Unclaimed Profile

Khristene Ann Cano

BROADWAY WEALTH SOLUTIONS, INC.·SAN ANTONIO, Texas

SIE, Series 7, Series 24, Series 66Clean record17 years registeredBROADWAY WEALTH SOLUTIONS, INC.

1177 N.E. LOOP 410, SAN ANTONIO, TX 78209CRD# 5453720Firm CRD# 291753

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Khristene Ann Cano · SAN ANTONIO, TX

Registration

CRD #5453720 · BROADWAY WEALTH SOLUTIONS, INC. · 17 years registered

Brand Profile

Not yet started

Career History

BROADWAY WEALTH SOLUTIONS

Nov 2020 – present

BBVA WEALTH SOLUTIONS INC.

Oct 2013 – Dec 2018

San Antonio, TX

CHASE INVESTMENT SERVICES CORP.

May 2009 – Dec 2011

SAN ANTONIO, TX

WAMU INVESTMENTS, INC.

Jan 2009 – May 2009

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 30, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROADWAY WEALTH SOLUTIONS, INC.

CRD 291753 · SEC 801-124953

AUM

$251M

Regulatory assets under management

Employees

1,103 client accounts

Services offered by BROADWAY WEALTH SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BROADWAY WEALTH SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Khristene Ann Cano offer?

Khristene Ann Cano specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Khristene Ann Cano's credentials?

Khristene Ann Cano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Khristene Ann Cano located?

Khristene Ann Cano is based in SAN ANTONIO, Texas, working with BROADWAY WEALTH SOLUTIONS, INC.. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Khristene Ann Cano charge for services?

Khristene Ann Cano's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROADWAY WEALTH SOLUTIONS, INC.?

BROADWAY WEALTH SOLUTIONS, INC. has approximately 12 employees and manages $251M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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