Unclaimed
Desiree Danielle De hoyos is a registered representative with Charles Schwab & CO., Inc. and is licensed to provide investment advice in 19 states. Desiree has been working in the financial services industry since May 2020, beginning her career at Edward Jones and later joining Charles Schwab in May 2021. Desiree holds the Series 66, Series 7TO and SIE licenses.
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
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2
TX
05/25/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
05/15/2020 - 11/18/2020
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 06/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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