Margaret Elizabeth Hernandez
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Sep 2021 to now
- Charles Schwab Bank, SsbSep 2021 to now
- Fidelity InvestmentsAug 2020 to Aug 2021
- Charles Schwab BankJan 2019 to Jul 2020
- Charles Schwab & Co., Inc.Jul 2017 to Jul 2020
- Summer TravelMay 2017 to Jul 2017
- BrooksourceAug 2016 to Dec 2016
- Butler UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, IN).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6654253
- Firm CRD
- 5393