Guadalupe Arellanes, financial advisor Albuquerque NM
93 score

Guadalupe Arellanes

CRD Number: 2993021
Current Firm: Charles Schwab & Company, Inc.

Guadalupe Arellanes (CRD# 2993021) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albuquerque, NM and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Albuquerque, NM Apr 2008 - Current 8
Charles Schwab & Co, Inc. Albuquerque, NM Aug 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Guadalupe Arellanes
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NM
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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