Abigail Serna
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab Bank, SsbJun 2025 to now
- Charles Schwab & Co., Inc.Oct 2024 to now
- UnemployedMay 2024 to Sep 2024
- Texas RoadhouseOct 2023 to May 2024
- Charles Schwab & Co., Inc.Jun 2023 to Aug 2023
- TargetApr 2021 to Nov 2023
- Full Time EducationAug 2020 to Apr 2021
- Chick-fil-aNov 2019 to Aug 2020
- Panera BreadAug 2019 to Nov 2019
- Chick-fil-aApr 2019 to Aug 2019
- Full Time EducationOct 2014 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7735393
- Firm CRD
- 5393