Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Auxiliadora Pachecokey is a registered investment advisor representative with Charles Schwab & Co., Inc. Maria has been in the industry since 2021 and holds the Series 66, Series 7TO, and SIE exams. Maria has experience with Wells Fargo Clearing Services, LLC. and Wells Fargo Bank, NA. Maria's specialties are financial planning and selection of other advisors.
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
01/03/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
03/01/2022 - 10/19/2022
WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)
BOTH
Issued 05/05/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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