Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ada? Claim Your ProfileAda Kok Williams is a registered representative and investment advisor representative with Charles Schwab & Co., Inc. Ada is located in Brooklyn, NY and has been in the industry since 2009. Ada holds the following licenses: Series 7, Series 63, Series 66, and SIE. Ada has been employed by Charles Schwab & Co., Inc. since July of 2009. Ada also held positions with CHARLES SCHWAB BANK and Schwab Private Client Investment Advisory, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
03/05/2018 - Present
Charles Schwab & CO., Inc. (Brooklyn NY)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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