Unclaimed
Veronica Tucker-bernard is a registered representative with Charles Schwab & CO., Inc. Veronica has been in the financial industry since 2008. Veronica is also a registered principal and holds the Series 7, Series 24, and Series 63 licenses. Previously, Veronica was a registered representative with TD AMERITRADE, INC. from 2008 to 2024. Veronica is located at the Charles Schwab & CO., Inc. office in Westlake, Texas.
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
TX
09/14/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/14/2008 - 07/29/2024
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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