Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magdelena? Claim Your ProfileMagdelena Huntsman is a registered representative with Charles Schwab & CO., Inc. Magdelena has been in the securities industry since 2011. Magdelena's previous experience includes working at HILLTOP SECURITIES INC.. Magdelena has passed the Series 7TO, SIE, and Series 11 exams. Magdelena is licensed to sell securities in 51 states. Magdelena has a Branch Office location in Westlake, Texas.
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
1
2
TX
07/11/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
04/29/2011 - 12/31/2021
HILLTOP SECURITIES INC. (Plano TX)
BC
Issued 06/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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