Unclaimed
Paige Huerta is a registered representative associated with Charles Schwab & Co., Inc. Paige has been in the industry since July 2024. The firm has been active in the industry since 1971 and has a strong reputation for its client-centric approach. Paige is able to assist clients in Phoenix, Arizona.
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
AZ
07/30/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 07/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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