Sandra Elizabeth Orozco

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2017
  Morgan Stanley
  Bellevue, WA
• 11/2017 → Present
  Charles Schwab & Co., Inc.
  El Paso, TX

Previous Registrations

• 2009-06-01 → 2017-11-07
  Morgan Stanley
  El Paso, TX
  Kirkland, WA
  Bellevue, WA
• 2007-08-28 → 2009-06-01
  Morgan Stanley & Co. Llc
  El Paso, TX

Other Businesses

Start Date = 11-25-20| UPS| driver helper| El Paso, TX| Hours/Month = 20-40| assisting drivers with delivering packages during seasonal period

Exams

• S66 Uniform Combined State Law Examination
  2007-08-23

Other Names

• Sandra E Garcia
• Sandy Mendoza
• Sandra Elizabeth Mendoza