Misty Soriano (CRD# 5140753) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Saginaw, TX and has over 17 years of experience in the finance industry.
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | Saginaw, TX | Dec 2022 - Current | 1 |
| Advocare | Carolton, TX | Jan 2011 - Current | 13 |
| Td Ameritrade Investment Management, LLC | Saginaw, TX | Apr 2009 - Current | 15 |
| Tdameritrade | Saginaw, TX | Apr 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2009 |
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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