linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alyssa Danielle Dewendt

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alyssa? Claim Your Profile

About Alyssa Danielle Dewendt

Alyssa Danielle Dewendt is a registered representative with Charles Schwab & CO., Inc. and has been in the financial services industry since January 15, 2011. Alyssa has been with Charles Schwab since June 2012. Prior to that, Alyssa was with EDWARD JONES in AUSTIN, TX. Alyssa is registered in Texas and has passed the Series 7, Series 66, and SIE exams. Alyssa specializes in providing financial planning services and is a Registered Representative.

Firm Information

Alyssa Dewendt 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alyssa Dewendt’s Registration & Firm History

TX

07/13/2012 - Present

Charles Schwab & CO., Inc. (Georgetown TX)

TX

11/19/2010 - 05/15/2012

EDWARD JONES (AUSTIN TX)

Not sure if Alyssa Danielle Dewendt is right for you?

Licenses & Designations

BOTH

Issued 12/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Alyssa Danielle Dewendt.
Not sure if Alyssa Danielle Dewendt is right for you?