Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezra? Claim Your ProfileEzra Ezequiel Resendiz is a registered representative of Charles Schwab & CO., Inc. Ezra has been in the securities industry since January 25, 2021. Ezra is licensed to offer securities advice in 53 states and the District of Columbia. Ezra has passed the Series 7TO, Series 63, and Series 66 examinations. Ezra previously worked at TD AMERITRADE, 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
11/03/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/26/2021 - 11/17/2022
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 11/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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