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Anuar Heneide mondragon

Schwab Wealth Advisory, Inc.

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About Anuar Heneide mondragon

Anuar Heneide mondragon is a financial advisor with Schwab Wealth Advisory, Inc. based in Orlando, FL. Anuar has been in the industry since 2015 and is registered with the state of Florida as a Registered Investment Advisor. Anuar has a strong background in financial planning and portfolio management, serving both individuals and businesses. Prior to joining Schwab Wealth Advisory, Inc., Anuar worked for WELLS FARGO CLEARING SERVICES, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Anuar is also a Certified Financial Planner.

Firm Information

Anuar Heneide mondragon is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Anuar Heneide mondragon’s Registration & Firm History

FL

06/02/2022 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

FL

09/20/2017 - 03/22/2022

WELLS FARGO CLEARING SERVICES, LLC (VERO BEACH FL)

FL

08/06/2015 - 08/14/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 09/13/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2015

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 Anuar Heneide mondragon.
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