Douglas Sanchez (CRD# 1962106) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Palm Beach, FL and has over 34 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab And Company, Inc. | West Palm Beach, FL | Dec 2022 - Current | 1 |
| Charles Schwab Bank, Ssb | West Palm Beach, FL | Jul 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | West Palm Beach, FL | Jan 2022 - Current | 2 |
| Td Ameritrade Investment Management, LLC | West Palm Beach, FL | Jan 2014 - Dec 2022 | 8 |
| Td Ameritrade, Inc. | West Palm Beach, FL | Feb 2010 - Dec 2022 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1989 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- FL
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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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