Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marie? Claim Your ProfileMarie Baldenegro is a financial advisor with Charles Schwab & CO., Inc. based in Westlake, Texas. Marie has been in the financial services industry since 2014 and holds both Series 63 and 65 licenses, as well as the Series 7 and Series 24. Marie previously worked for USAA Financial Advisors, Inc., a firm known for its service to military members and their 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
1
2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
11/01/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
IA
Issued 02/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Marie Baldenegro is the right advisor for you? Invested Better is here to help.
