Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Irasema Velez is a financial professional with experience in the securities industry. Norma has been registered with the state of Texas since October 14, 2019, and holds a Series 63, Series 7TO, Series 4, Series 9, and Series 10. Norma currently works with Charles Schwab & CO., Inc. in El Paso, TX.
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
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2
TX
10/14/2019 - Present
Charles Schwab & CO., Inc. (El Paso TX)
BC
Issued 09/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2023
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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