Rosario MachadoCRD Number: 3110102
Current Firm: Charles Schwab & Company, Inc.
Rosario Machado (CRD# 3110102) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Charles Schwab Bank||Phoenix, AZ||Jun 2011 - Current||6|
|Charles Schwab & Company,inc||San Francisco, CA||Feb 1999 - Current||19|
|Charles Schwab Bank||San Francisco, CA||Aug 2007 - Oct 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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