Margarita Gonzalez

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

• 05/2005 → 12/2021
  Scottrade, Inc.
  St. Louis, MO
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Eureka, MO
• 04/2022 → Present
  Charles Schwab Bank, Ssb
  Eureka, MO
• 04/2022 → Present
  Charles Schwab Premiere Bank
  Eureka, MO
• 04/2022 → Present
  Charles Schwab Trust Bank
  Eureka, MO

Previous Registrations

• 2018-01-19 → 2022-01-19
  Td Ameritrade, Inc.
  St. Louis, MO
  Omaha, NE
• 2016-01-20 → 2018-04-07
  Scottrade Investment Management
  Saint Louis, MO

Other Businesses

1) Geggie Elementary PTO | Investment Related:No|430 Bald Hill Rd|Eureka|MO|63025|USA|Education|Board Member - VP of Communications|7/1/2025|Less than 20|0|Create and publish communications related to PTO activities. Will also have the ability to vote on mini-grants or budget related items.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-19
• S63 Uniform Securities Agent State Law Examination
  2005-11-30

Other Names

• Maggie Gonzalez
• Margarita Hinds
• Maggie Margarita
• Margarita Gonzalez