Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Agustin? Claim Your ProfileAgustin Goytia is a financial advisor with Charles Schwab & Co., Inc., located in El Paso, TX. Agustin has over 10 years of experience in the financial services industry. Previously, Agustin has worked at SCOTTTRADE, INC., and OPTIONSXPRESS, INC. Agustin holds Series 7 and Series 63 licenses. Agustin provides financial planning and investment advisory services to individuals.
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
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2
TX
01/06/2015 - Present
Charles Schwab & CO., Inc. (El Paso TX)
TX
08/27/2012 - 09/02/2014
SCOTTRADE, INC. (ELPASO TX)
TX
09/01/2011 - 08/22/2012
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
11/19/2008 - 08/22/2012
OPTIONSXPRESS, INC. (EL PASO TX)
BC
Issued 09/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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