Pamela M Menendez
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Bank, SsbJul 2023 to now
- Pm Janitorial ServicesDec 2020 to now
- Exchange BankOct 2022 to Jul 2023
- Beyers Costin SimonMar 2021 to Jan 2022
- Full Time EducationOct 2020 to Dec 2020
- Immigrant HopeJun 2020 to Sep 2020
- PublicsquareOct 2019 to May 2020
- Full Time EducationSep 2019 to Oct 2019
- Michael'sJun 2019 to Aug 2019
- University of ArizonaSep 2017 to May 2019
- Full Time EducationJan 2017 to Aug 2017
- TargetOct 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7783071
- Firm CRD
- 5393