Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adlin? Claim Your ProfileAdlin Acevedo is a registered representative with Charles Schwab & CO., Inc. based in Chicago, Illinois. Adlin has been in the industry since August 29, 2016 and is licensed to provide investment advice in the state of Illinois. Adlin is Series 7 and SIE licensed. Adlin has previously worked at OPTIONSXPRESS, 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
1
2
IL
09/19/2017 - Present
Charles Schwab & CO., Inc. (Chicago IL)
IL
08/29/2016 - 11/13/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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