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Cinthia Marquez

Charles Schwab & CO., Inc.

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About Cinthia Marquez

Cinthia Marquez is a financial advisor with over 10 years of experience in the industry. She is currently registered with Charles Schwab & Co., Inc. and has previously worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Cinthia is licensed in California and Texas. Her specializations include financial planning, selection of other advisors, and wrap fee program sponsorship. Cinthia holds the Series 6 and Series 63 licenses and the SIE exam certification.

Firm Information

Cinthia Marquez 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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Cinthia Marquez’s Registration & Firm History

TX

06/29/2021 - Present

Charles Schwab & CO., Inc. (El Paso TX)

TX

10/01/2012 - 06/02/2021

J.P. MORGAN SECURITIES LLC (EL PASO TX)

TX

05/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (EL PASO TX)

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Licenses & Designations

BC

Issued 05/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cinthia Marquez. Review regulatory record here.
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