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Selene B Argao

Charles Schwab & CO., Inc.

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About Selene B Argao

Selene Argao is a financial advisor who has been in the industry since 2003. Selene is registered with Charles Schwab & CO., Inc. and has been with the firm since May 2010. Prior to this, Selene worked at CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Selene holds a Series 7 and Series 66 license. Selene specializes in providing financial planning and advisory services to individuals and families.

Firm Information

Selene Argao is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Selene Argao’s Registration & Firm History

TX

05/24/2010 - Present

Charles Schwab & CO., Inc. (Houston TX)

TX

07/06/2005 - 05/05/2010

CHASE INVESTMENT SERVICES CORP. (SUGARLAND TX)

IL

08/13/2004 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

05/28/2003 - 07/01/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/28/2003 - 07/01/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

11/11/2002 - 04/10/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

11/11/2002 - 04/10/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/27/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Selene B Argao.
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