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Alonso Tangarife

Charles Schwab & CO., Inc.

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About Alonso Tangarife

Alonso Tangarife is a financial professional with over 10 years of experience in the financial services industry. Alonso currently works for Charles Schwab & Co., Inc. and has a proven track record of success helping clients achieve their financial goals. Alonso holds the Series 6, 7, 63 and 66 securities licenses. Alonso is registered to provide investment advice in 28 states and is a Registered Representative of Charles Schwab & Co., Inc. Prior to joining Charles Schwab & Co., Inc., Alonso worked for UBS Financial Services Inc. and J.P. Morgan Securities LLC.

Firm Information

Alonso Tangarife is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Alonso Tangarife’s Registration & Firm History

GA

02/24/2023 - Present

Charles Schwab & CO., Inc. (Atlanta GA)

NJ

04/17/2014 - 04/07/2020

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

10/01/2012 - 04/16/2014

J.P. MORGAN SECURITIES LLC (TOTOWA NJ)

NJ

07/12/2010 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (TOTOWA NJ)

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Licenses & Designations

BOTH

Issued 08/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/09/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alonso Tangarife.
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