Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Auntesia? Claim Your ProfileAuntesia Billy is a financial advisor at Charles Schwab & CO., Inc. in Orlando, FL. Auntesia is licensed to provide financial advice and securities in all 50 states. Auntesia holds Series 63, SIE and Series 7TO licenses and has been in the financial services industry since March 2023. Auntesia specializes in providing financial advice to individual and corporate clients.
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
1
2
FL
03/21/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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