Arsenio Miguel Menendez Curet

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

• 10/2020 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 02/2020 → 06/2020
  Fondo De Inversion Y Desarrollo Cooperativo
  San Juan, PR
• 12/2019 → 02/2020
  Conduent, Inc.
  Guaynabo, PR
• 08/2018 → 12/2019
  Independent Consultant
  San Juan, PR
• 07/2017 → 08/2018
  Florida International University
  Miami, FL
• 02/2014 → 07/2017
  By Minaco
  San Juan, PR
• 07/2020 → 09/2020
  Unemployed
  San Juan, PR
• 08/2022 → 10/2022
  Popular Securities, Llc
  San Juan, PR
• 02/2023 → Present
  Charles Schwab & Co., Inc.
  San Juan, PR
• 02/2023 → Present
  Charles Schwab Bank, Ssb
  San Juan, PR
• 11/2022 → 01/2023
  Unemployed
  San Juan, PR

Other Businesses

1) Parguera Retreat |Investment Related: No|Real Estate (Non-Agent/Broker)|Property Owner |4/1/2022|Less than 20 hour/month - 0 during trading hours|Property set up for Short term vacation rental 2) Federal and State Foundatio, INC. |Investment Related:No|Ave. arterial Hostos 105 P202;San Juan ;PR ;00918 ;USA |Nonprofit Charitable Organizations|President of advisory Board |2024-06-03|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Oversee the foundation's advisory board and its executive Director.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-22
• S63 Uniform Securities Agent State Law Examination
  2021-07-15

Other Names

• Arsenio M Menendez
• Arsenio M Menendez Curet
• Arsenio Menendez
• Arsenio Miguel Menendezcuret