Emmanuel Madera

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

• 10/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2018 → 08/2018
  Metropolitan State University Of Denver
  Denver, CO
• 08/2018 → 09/2018
  Key Bank
  Denver, CO
• 08/2014 → 05/2018
  Metropolitan State University Of Denver Student
  Denver, CO

Other Businesses

1) eBay Personal Selling|Investment Related: No|Online Sales|Seller|1/1/2020|Less than 20 hour/month - 0 during trading hours|This is not an employment/business but more of a hobby that generated some income in 2020 that I will be reporting taxes for. In 2020, I sold personal items on eBay, some of the sales resulted in a profit. These items include clothing, shoes, and historical collectible coins. The outside business activity is done in my home (which is the address above). I do plan with your permission to continue using this platform to sell items in 2021.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-28
• S63 Uniform Securities Agent State Law Examination
  2019-07-15

Designations

• Certified Financial Planner