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Gabriel Enrique Vasquez

Charles Schwab & CO., Inc.

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About Gabriel Enrique Vasquez

Gabriel Vasquez is a financial advisor at Charles Schwab & CO., Inc. Gabriel has over 16 years of experience in the financial services industry. Gabriel is registered to provide investment advice in Arizona and California. Gabriel holds a Series 63 and Series 66 license, and a Series 7 and SIE. Gabriel's past experience includes roles at Morgan Stanley, J.P. Morgan Securities LLC, and Edward Jones.

Firm Information

Gabriel Vasquez 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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Gabriel Vasquez’s Registration & Firm History

AZ

12/20/2021 - Present

Charles Schwab & CO., Inc. (Maricopa AZ)

CA

11/22/2019 - 12/07/2021

EDWARD JONES (TURLOCK CA)

CA

04/08/2019 - 12/04/2019

J.P. MORGAN SECURITIES LLC (MODESTO CA)

CA

08/09/2016 - 03/15/2019

MORGAN STANLEY (MODESTO CA)

CA

03/20/2013 - 12/23/2015

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 01/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/2013

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 Gabriel Enrique Vasquez.
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