Veronica Rubio, financial advisor San Mateo CA
93 score

Veronica Rubio

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Veronica Rubio
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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