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Guillermo Arturo Arenas

Charles Schwab & CO., Inc.

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About Guillermo Arturo Arenas

Guillermo Arenas is a financial advisor with over 20 years of experience in the industry. Currently, Guillermo is registered with Charles Schwab & CO., Inc. as a Registered Representative. Guillermo has been in the business since 2003 and has held past positions at various financial institutions, including Cetera Investment Services LLC, Citigroup Global Markets Inc., and American Express Financial Advisors Inc. Guillermo holds Series 7, Series 66, and SIE licenses.

Firm Information

Guillermo Arenas 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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Guillermo Arenas’s Registration & Firm History

FL

10/30/2024 - Present

Charles Schwab & CO., Inc. (Plantation FL)

FL

11/15/2019 - 04/29/2022

CETERA INVESTMENT SERVICES LLC (MIAMI FL)

FL

05/29/2007 - 05/17/2019

CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)

FL

02/27/2004 - 05/29/2007

CITICORP INVESTMENT SERVICES (MIAMI FL)

MN

03/19/2003 - 03/01/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/19/2003 - 03/01/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/07/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Guillermo Arturo Arenas.
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