Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelino? Claim Your ProfileMarcelino Paez is a registered representative with Charles Schwab & CO., Inc. Marcelino has been in the industry since July 13, 2016 and is currently licensed to conduct business in Florida. Marcelino passed the General Securities Representative Examination (Series 7) in July 2016 and the Securities Industry Essentials Examination (SIE) in October 2018. Charles Schwab & CO., Inc. is a registered investment advisor with more than $50 billion in assets under management. The firm serves a diverse client base, including high-net-worth individuals, corporations, and pooled investment vehicles.
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
FL
07/14/2016 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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