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Eduardo Valero

Charles Schwab & CO., Inc.

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About Eduardo Valero

Eduardo Valero is a financial professional with experience in the financial services industry since March 29, 2015. Eduardo is currently registered with Charles Schwab & CO., Inc. and has previously held positions with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and TD AMERITRADE, INC. Eduardo holds the Series 63, Series 66 and Series 7 licenses and the SIE exam. He is licensed in several states, including Arizona, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, South Dakota, Tennessee, Texas, Virginia, and Washington. Eduardo is a licensed investment advisor and offers investment advice and financial planning services.

Firm Information

Eduardo Valero 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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Eduardo Valero’s Registration & Firm History

CA

03/12/2020 - Present

Charles Schwab & CO., Inc. (Soquel CA)

TX

09/17/2018 - 01/28/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

03/31/2014 - 09/15/2017

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 09/04/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Eduardo Valero.
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