Sheymar Marisol Lausell

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

• 07/2021 → 03/2025
  Fidelity Investments
  Westlake, TX
• 08/2019 → 07/2021
  Fransglobal Corp.
  San Juan, PR
• 06/2018 → 07/2019
  Quinones & Arbona Law Firm
  San Juan, PR
• 02/2018 → 08/2018
  The Room Surf Shop
  Bayamon, PR
• 08/2016 → 05/2021
  Unemployed
  Winter Park, FL
• 03/2025 → 01/2026
  Fidelity Investments
  Westlake, TX
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2026 → Present
  Charles Schwab Bank
  Westlake, TX

Previous Registrations

• 2025-03-31 → 2026-01-21
  Strategic Advisers Llc
  Boston, MA
  Trophy Club, TX
  Westlake, TX
• 2022-12-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-08-11