Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chandra? Claim Your ProfileChandra Duque Foster is a registered representative with Charles Schwab & CO., Inc. Chandra has been in the industry since 2013, and has worked with several firms, including J.P. Morgan Securities LLC and Wells Fargo Advisors, LLC. Chandra holds both Series 66 and 63 licenses, as well as Series 7, 9, and SIE. Chandra is currently located in San Ramon, CA, where they are serving clients as a financial advisor. Chandra also works as a registered investment advisor with Charles Schwab & CO., Inc. Chandra specializes in providing investment advice to individuals and families and is a wrap fee program sponsor and financial planning advisor referral program.
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
CA
08/09/2022 - Present
Charles Schwab & CO., Inc. (San Ramon CA)
CA
02/08/2013 - 06/16/2014
CHARLES SCHWAB & CO., INC. (PLEASANTON CA)
CA
10/01/2012 - 10/30/2012
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
CA
07/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN JOSE CA)
CA
10/21/2011 - 11/17/2011
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
BOTH
Issued 08/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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