Georgeen Renea Cepeda
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Charles Schwab & Co., Inc.Jan 2025 to now
- Charles Schwab Bank, SsbJan 2025 to now
- American Airlines Credit UnionMay 2024 to Jan 2025
- LPL Financial LLCMay 2024 to Jan 2025
- CitigroupJul 2022 to Mar 2024
- Merrill LynchFeb 2022 to Jul 2022
- UnemployedDec 2021 to Feb 2022
- Charles SchwabJun 2021 to Dec 2021
- CitigroupMar 2019 to Jun 2021
- JPMorgan Chase & Co.Aug 2018 to Feb 2019
- CitigroupJun 2016 to Aug 2018
- Deckers Outdoor CorporationJun 2016 to Dec 2017
- University of Las Vegas, NevadaJun 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 7391007
- Firm CRD
- 5393