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Marina Rickie lopez Hernandez

Charles Schwab & CO., Inc.

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About Marina Rickie lopez Hernandez

Marina Rickie lopez Hernandez has been in the financial industry since 2015. Marina is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Marina is licensed in 51 states and the District of Columbia. Marina has passed the Series 63, Series 66, Series 7 and SIE exams. Marina has worked for Charles Schwab & Co., Inc. since 2014, Heritage Group Partners, Inc. since 2007 and Charles Schwab Bank since 2017. Marina's firm, Charles Schwab & CO., Inc., has an approximate asset amount of more than $50 billion and provides financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles services.

Firm Information

Marina Hernandez is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Marina Hernandez’s Registration & Firm History

CO

01/03/2023 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

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Licenses & Designations

BOTH

Issued 11/12/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Marina Rickie lopez Hernandez.
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