Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhea jizette? Claim Your ProfileRhea Jizette Mercado Moss is a financial advisor currently registered with Charles Schwab & CO., Inc.. Rhea Jizette Mercado Moss has been in the securities industry for more than one year. Rhea Jizette Mercado Moss has passed the Series 7TO, Series 63 and Series 66 exams. Rhea Jizette Mercado Moss has experience at TD Ameritrade, Inc. in the past. Rhea Jizette Mercado Moss is also the owner of a party equipment rental company.
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
1
2
TX
12/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/17/2019 - 12/31/2020
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 11/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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