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Ashley Matty Bosquez

Charles Schwab & CO., Inc.

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About Ashley Matty Bosquez

Ashley Bosquez is a registered representative with Charles Schwab & CO., Inc. Ashley has been working in the financial services industry since March 1, 2020 and has a strong background in providing financial advice. Ashley is licensed to provide investment advice in Maryland. In addition to providing advisory services, Ashley is also a registered representative for Charles Schwab & CO., Inc.. Ashley is a licensed agent in Maryland, Texas and Virginia. Ashley has a Series 66 license. In addition to these certifications, Ashley is a licensed agent in Maryland and Texas. Ashley has a Series 7TO, Series 9, Series 10 and SIE license. Ashley also has a Uniform Combined State Law Examination license.

Firm Information

Ashley Bosquez 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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Ashley Bosquez’s Registration & Firm History

MD

07/31/2024 - Present

Charles Schwab & CO., Inc. (Baltimore MD)

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Licenses & Designations

BOTH

Issued 05/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/03/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 11/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ashley Matty Bosquez.
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