Daisy Meza

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

• 10/2015 → 09/2021
  Denny's
  Hickory Hills, IL
• 08/2019 → 05/2021
  University Of Illinois At Chicago
  Chicago, IL
• 08/2017 → 08/2019
  Moraine Valley Community College
  Palos Hills, IL
• 01/2013 → 06/2017
  Student
  Chicago, IL
• 06/2017 → 08/2017
  Vector Marketing
  Oaklawn, IL
• 06/2021 → 03/2022
  Thrivent Investment Management Inc
  Chicago, IL
• 09/2021 → 11/2021
  Thrivent Financial
  Appleton, WI
• 11/2021 → 03/2022
  Thrivent Financial
  Appleton, WI
• 04/2022 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 04/2022 → Present
  Charles Schwab Bank, Ssb
  Chicago, IL
• 01/2022 → 05/2022
  Jameson's Charhouse
  Countryside, IL

Exams

• S66 Uniform Combined State Law Examination
  2023-04-12
• S63 Uniform Securities Agent State Law Examination
  2021-09-08

Designations

• Certified Financial Planner