Maria Guadalupe Leiva
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.May 2023 to now
- Charles Schwab Bank, SsbMay 2023 to now
- European Wax CenterDec 2022 to Jan 2023
- The Princeton ReviewSep 2022 to Apr 2023
- My Real Estate TransactionJul 2022 to May 2023
- Exp Realty, LLCMar 2022 to May 2023
- Oakview Elementary SchoolFeb 2022 to Jun 2022
- ChipotleJul 2021 to Oct 2021
- Movil RealtyFeb 2021 to Mar 2022
- Office of Information TechnologyMar 2018 to Jan 2021
- Duke UniversityJul 2017 to May 2021
- Chinquapin Preparatory SchoolAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7725363
- Firm CRD
- 5393