Andrea Liliana Patino galindo
Investment adviser representative at Charles Schwab & Co., Inc.
6 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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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
6 years in the industry.
- Charles Schwab & Co., Inc.Sep 2022 to now
- Charles Schwab Bank, SsbSep 2022 to now
- StudentSep 2021 to now
- Northwestern Mutual Investment Services LLCJun 2022 to Sep 2022
- Northwestern Mutual Life Insurance CompanyJun 2022 to Sep 2022
- Bentley UniversitySep 2021 to May 2022
- UnemployedJul 2021 to Sep 2021
- Fidelity InvestmentsAug 2020 to Jul 2021
- EquipescaMay 2020 to Aug 2020
- StudentJan 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7287070
- Firm CRD
- 5393