Veronica RubioCRD Number: 4599158
Current Firm: Charles Schwab & Company, Inc.
Veronica Rubio (CRD# 4599158) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Mateo, CA and has over 14 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Charles Schwab & Company, Inc.||Corte Madera, CA||Aug 2013 - Current||4|
|Charles Schwab Bank||Corte Madera, CA||Aug 2013 - Current||4|
|J.p. Morgan Securities LLC||Corte Madera, CA||Oct 2012 - Aug 2013||< 1|
|Chase Investment Services Corp.||Corte Madera, CA||Jul 2012 - Oct 2012||< 1|
|Fidelity Brokerage Services LLC||Berkeley, CA||Jul 2010 - Jul 2012||2|
|Strategic Advisors||Berkeley, CA||Jul 2010 - Jul 2012||2|
|Hsbc Securities (usa) Inc.||San Francisco, CA||Mar 2010 - Jul 2010||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Oakland, CA||Oct 2009 - Mar 2010||< 1|
|Bank Of America, N.a.||Oakland, CA||Feb 2005 - Oct 2009||4|
|Banc Of America Investment Services, Inc.||Oakland, CA||Feb 2005 - Oct 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
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, 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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