Edgar Zuleta Pantoja (CRD# 6780858) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Decatur, TX and has over 6 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5297105
Schwab Wealth Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Decatur, TX | Apr 2017 - Current | 7 |
| Unemployed | Wichita Falls, TX | Dec 2016 - Feb 2017 | < 1 |
| Midwestern State University | Wichita Falls, TX | Jan 2013 - Jan 2017 | 4 |
| Midwestern State University | Wichita Falls, TX | Aug 2012 - Dec 2016 | 4 |
| Humus S.r.l. | Santa Cruz De La Sierra, | Jun 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- TX
-
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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