Margarita Gonzalez (CRD# 4982285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Eureka, MO and has over 18 years of experience in the finance industry.
CRD# 5472794
Fidelity Personal And Workplace Advisors
CRD# 2692648
Arbor Point Advisors
CRD# 5461354
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | St. Louis, MO | Apr 2022 - Current | 2 |
| Charles Schwab Premiere Bank | St. Louis, MO | Apr 2022 - Current | 2 |
| Charles Schwab Trust Bank | St. Louis, MO | Apr 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | St. Louis, MO | Dec 2021 - Current | 2 |
| Scottrade, Inc. | St. Louis, MO | May 2005 - Dec 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- MO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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