Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Javier Galindo is a financial advisor with Charles Schwab & Co., Inc., located in San Antonio, TX. Ivan has been in the financial services industry since 2000 and has a wealth of experience. Ivan holds multiple licenses and certifications, including Series 6, 7, 24, 63, and 65. Ivan is also a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). Ivan specializes in providing financial planning and investment management services to individuals and families.
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
07/20/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
06/08/2020 - 06/11/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/25/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/31/2000 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
11/30/1999 - 07/10/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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