Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Rojas is a financial advisor registered with Schwab Wealth Advisory, Inc. Rene has been in the industry since 2017. Rene is registered to offer investment advice in 35 states and the District of Columbia. Rene is currently employed by Schwab Wealth Advisory, Inc. in the Phoenix, AZ office.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
05/30/2024 - Present
Schwab Wealth Advisory, Inc. (PHOENIX AZ)
BOTH
Issued 04/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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