Desairee Diaz solis
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- Full Time EducationAug 2022 to May 2024
- Chase BankSep 2021 to Sep 2024
- Mr. Pickles Sandwich ShopAug 2019 to Sep 2021
- Janie and JackFeb 2019 to Aug 2019
- Retro SweetsSep 2018 to Jan 2019
- Mr. Pickles Sandwich ShopJun 2017 to Oct 2018
- Full Time EducationAug 2015 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7975003
- Firm CRD
- 5393