Georgeen Renea Cepeda

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

• 07/2022 → 03/2024
  Citigroup
  Phoenix, AZ
• 02/2022 → 07/2022
  Merrill Lynch
  Peoria, AZ
• 12/2021 → 02/2022
  Unemployed
  Phoenix, AZ
• 06/2021 → 12/2021
  Charles Schwab
  Phoenix, AZ
• 03/2019 → 06/2021
  Citigroup
  Las Vegas, NV
• 08/2018 → 02/2019
  Jpmorgan Chase & Co.
  Las Vegas, NV
• 06/2016 → 08/2018
  Citigroup
  Las Vegas, NV
• 06/2016 → 12/2017
  Deckers Outdoor Corporation
  Las Vegas, NV
• 06/2015 → 05/2021
  University Of Las Vegas, Nevada
  Las Vegas, NV
• 05/2024 → 01/2025
  Lpl Financial Llc
  Tempe, AZ
• 05/2024 → 01/2025
  American Airlines Credit Union
  Tempe, AZ
• 01/2025 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 01/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2024-05-14 → 2025-01-21
  Lpl Financial Llc
  Phoenix, AZ
  San Diego, CA
  Tempe, AZ
  Tempe, AZ
• 2024-01-10 → 2024-04-08
  Citigroup Global Markets Inc.
  Los Angeles, CA
  Phoenix, AZ
  Beverly Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-09-18

Other Names

• Georgeen Renea Torres Quitugua
• Georgeen Renea Torre Quitugua
• Georgeen Cepeda