Unclaimed
Maria Gabriela McMahon is an investment advisor representative associated with Charles Schwab & CO., Inc., and is currently registered in California and Texas. Maria Gabriela McMahon has been in the securities industry since January 24, 2016. The advisor's current firm, Charles Schwab & CO., Inc., offers various financial services and has over $50 billion in assets under management.
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
01/06/2021 - Present
Charles Schwab & CO., Inc. (Dallas TX)
BOTH
Issued 02/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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