Best Investors Account Sign in

Elizabeth America Matos

Charles Schwab & Co., Inc.

Aventura, FL

Miami, FL

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-02
FL RA APPROVED 2013-01-07
  • TX RA
    APPROVED_RES
    Since 2019-01-02
  • FL RA
    APPROVED
    Since 2013-01-07

Branch Locations

2745 Ne 193Rd Street Unit 7, Aventura, FL 33180 • United States

801 Brickell Ave Suite 640, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Aventura FL 04/2012 Present
Charles Schwab Bank, Ssb Aventura FL 04/2012 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-09
S63 Uniform Securities Agent State Law Examination 2004-04-14
  • S66 Uniform Combined State Law Examination
    2012-08-09
  • S63 Uniform Securities Agent State Law Examination
    2004-04-14
Other Names
  • Elizabeth America Taveras
  • Elizabeth America Matos
  • Elizabeth America Berens

View on SEC IAPD

Other Firms

MORGAN STANLEY
UNISON ASSET MANAGEMENT LLC
EPIPHANLY ADVISORY, LLC
CORAL WEALTH MANAGEMENT, LLC
PINNACLE INVESTMENTS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
KAILIX ADVISORS LLC

Other Investors

Jason D Amato
JAMES R MANIS
DIEGO P MOSCOSO
KEVIN RICARDO SHURLAND
JOSE MIGUEL PENA
CARLOS EUGENIO LOWELL
GABRIEL CEBALLOS
MANUEL M. MENDEZ

Other Offices

MORGAN STANLEY · Aventura, FL
UNISON ASSET MANAGEMENT LLC · AVENTURA, FL
EPIPHANLY ADVISORY, LLC · AVENTURA, FL
CORAL WEALTH MANAGEMENT, LLC · MIAMI, FL
PINNACLE INVESTMENTS, LLC · MIAMI, FL
LPL FINANCIAL LLC · AVENTURA, FL
J.P. MORGAN SECURITIES LLC · AVENTURA, FL
KAILIX ADVISORS LLC · AVENTURA, FL

More in Aventura, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor