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Aminta Angela Romero-dunkle

Charles Schwab & CO., Inc.

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About Aminta Angela Romero-dunkle

Aminta Angela Romero-dunkle is a financial advisor registered with Charles Schwab & CO., Inc. Aminta has been active in the industry since July 2017. Aminta has been registered with Charles Schwab & CO., Inc. since July 2017. They have a total of 15 state registrations. They are licensed to conduct business in Alaska, California, Connecticut, District of Columbia, Illinois, Iowa, Louisiana, Maine, Maryland, Minnesota, New Hampshire, New Mexico, North Carolina, Pennsylvania and Virginia. Aminta has passed the Series 63, Series 65, Series 7 and SIE exams. Aminta provides financial planning, portfolio management, and selection of other advisors. They provide advisory services for individual investors and offer services for clients of all levels of net worth. They are a wrap fee program sponsor and have a referral program for financial planning.

Firm Information

Aminta Romero-dunkle is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

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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Aminta Romero-dunkle’s Registration & Firm History

CA

07/20/2017 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

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Licenses & Designations

BC

Issued 10/09/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2017

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 Aminta Angela Romero-dunkle.
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