Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isandra? Claim Your ProfileIsandra Reyes Salinas is a financial advisor with Charles Schwab & Co., Inc. Isandra is a registered representative in 36 states, including Maryland, Texas and Alabama. Isandra is also an Investment Advisor Representative in Maryland and Texas. Isandra has been in the industry since May 2002. Before joining Charles Schwab & Co., Inc., Isandra worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Isandra holds Series 7, 9, 10, 31, 63 and 65 licenses.
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
MD
09/14/2023 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
TX
07/10/2018 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
VA
02/18/2014 - 06/18/2018
MORGAN STANLEY (WINCHESTER VA)
AZ
08/08/2008 - 02/18/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
TX
04/03/2002 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
IA
Issued 09/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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