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Hugo Enrique Neyra

Charles Schwab & CO., Inc.

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About Hugo Enrique Neyra

Hugo Neyra is a registered representative with Charles Schwab & CO., Inc. in Windermere, FL. Hugo has been working in the financial services industry since 2012. Hugo has held previous roles with GWFS EQUITIES, INC., BROOKLIGHT PLACE SECURITIES, INC., and SUNTRUST INVESTMENT SERVICES, INC. Hugo has a Series 7, Series 66, and Series 9 license. Hugo specializes in Financial Planning and Portfolio Management.

Firm Information

Hugo Neyra 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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Hugo Neyra’s Registration & Firm History

FL

07/14/2022 - Present

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

CO

10/12/2021 - 06/09/2022

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

FL

02/25/2020 - 09/21/2021

BROOKLIGHT PLACE SECURITIES, INC. (WINDERMERE FL)

FL

10/11/2013 - 04/10/2018

CHARLES SCHWAB & CO., INC. (ORLANDO FL)

FL

06/01/2012 - 09/19/2013

SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 11/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/19/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2012

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 Hugo Enrique Neyra.
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