Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduardo? Claim Your ProfileEduardo Aguirre is a financial advisor at Charles Schwab & Co., Inc. Eduardo has been in the financial industry since 2013. Eduardo Aguirre is registered with the state of California as an investment advisor representative. Eduardo has a Series 66 and Series 7TO license. Eduardo has experience in the banking and finance industries. Eduardo is also an Uber driver.
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
CA
02/27/2023 - Present
Charles Schwab & CO., Inc. (Los Gatos CA)
BOTH
Issued 02/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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