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Walter Ulices Menendez

Charles Schwab & CO., Inc.

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About Walter Ulices Menendez

Walter Menendez is an investment advisor representative with Charles Schwab & CO., Inc. Walter has been in the financial services industry for over 30 years and has a broad range of experience. Walter holds licenses to offer investment advisory services in multiple states, including New Jersey, Florida, and Texas. Walter is also registered with the Financial Industry Regulatory Authority (FINRA). Walter is a highly experienced financial advisor with a commitment to helping clients reach their financial goals.

Firm Information

Walter Menendez 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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Walter Menendez’s Registration & Firm History

IL

09/18/2008 - Present

Charles Schwab & CO., Inc. (Chicago IL)

NJ

10/04/2007 - 08/12/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

NJ

07/20/1994 - 10/02/2006

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

NJ

06/21/1988 - 04/21/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 05/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1999

Series 3 - National Commodity Futures Examination

BC

Issued 06/18/1988

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 Walter Ulices Menendez.
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