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Adrien Allysa Tamayo

Charles Schwab & CO., Inc.

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About Adrien Allysa Tamayo

Adrien Tamayo is a financial advisor with over 10 years of experience in the industry. Adrien is currently registered with Charles Schwab & CO., Inc.. Adrien has previously been registered with a variety of firms over their career. Adrien has passed the Series 10, Series 24, Series 63, Series 7, Series 9, SIE exams. Adrien also holds the Series 10, Series 24, Series 9 designation. Adrien specializes in 1, 4 and provides advisory services to brokerage clients, helping them navigate securities trading and financial markets.

Firm Information

Adrien Tamayo is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a corporation formed in April 1971. They are headquartered in San Francisco, CA and have a presence in all 50 states, Puerto Rico, and the Virgin Islands. They provide financial planning, selection of other advisers, and wrap fee program services. Charles Schwab & CO., Inc. is a registered investment adviser with the SEC and is registered in 53 states. They have over 15,000 registered representatives and manage more than $50 billion in assets.
Charles Schwab & CO., Inc.

2423 E Lincoln Dr

Phoenix, AZ 85016-1215

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Adrien Tamayo’s Registration & Firm History

AZ

01/26/2015 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

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Licenses & Designations

BC

Issued 2/4/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 8/6/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/26/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 6/22/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/26/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Adrien Allysa Tamayo.
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