Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Doris? Claim Your ProfileDoris Juarez is a registered representative with Charles Schwab & CO., Inc. Doris has been in the financial services industry since May 2017. Doris holds the Series 6, Series 7TO, and Series 63 securities licenses as well as the SIE exam. Doris is currently registered with the state of Texas. Doris was previously employed by PFS INVESTMENTS INC.
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
12/18/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/25/2017 - 12/13/2018
PFS INVESTMENTS INC. (BEDFORD TX)
BC
Issued 06/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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