Unclaimed
Abigail Dejesus is a registered representative at Charles Schwab & CO., Inc. Abigail is a financial professional who helps clients with their financial goals. Abigail is licensed to sell securities in California, Florida, and Texas. Abigail holds the Series 7TO, Series 63, and SIE licenses. Abigail has been in the financial industry for over 30 days and is a specialist in providing financial planning advice.
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
TX
05/10/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 06/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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