Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Blanco is a financial advisor with over 23 years of experience in the industry. Rafael currently works at Charles Schwab & CO., Inc. and is registered to provide investment advice in 55 states. Rafael has passed a number of professional exams including the Series 66 (Uniform Combined State Law Examination), Series 63 (Uniform Securities Agent State Law Examination), Series 10 (General Securities Sales Supervisor - General Module Examination), Series 9 (General Securities Sales Supervisor - Options Module Examination), Series 3 (National Commodity Futures Examination) and the Series 7 (General Securities Representative Examination). Rafael previously worked at Optionsxpress, Inc. Rafael is licensed to provide investment advice in the following areas: Financial planning and selection of other advisors.
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
01/02/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/02/2011 - 11/14/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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