Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eulalie? Claim Your ProfileEulalie Stokes is a financial advisor currently registered with Charles Schwab & Co., Inc. Eulalie has been working in the financial services industry since 2004. Eulalie has experience working with clients at TD AMERITRADE, INC., SCOTTRADE, INC., and AMERITRADE, INC. Eulalie is registered to provide investment advice in Texas and is licensed in 51 other states. Eulalie Stokes is committed to providing comprehensive financial planning and investment advice to individuals and families.
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
1
2
TX
02/20/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/26/2018 - 02/20/2023
TD AMERITRADE, INC. (Westlake TX)
TX
04/20/2015 - 02/26/2018
SCOTTRADE, INC. (ARLINGTON TX)
TX
04/22/2006 - 04/13/2015
TD AMERITRADE, INC. (FT WORTH TX)
NE
04/09/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 12/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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