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Annelise Mignon Strader

Charles Schwab & CO., Inc.

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About Annelise Mignon Strader

Annelise Strader is a financial professional with over 24 years of experience in the industry. Annelise is currently registered with Charles Schwab & Co., Inc. and holds Series 63, Series 65, Series 7 and SIE licenses. Annelise has been registered with the firm since July 22, 2024 and works out of the Indianapolis, IN office. Before Charles Schwab & Co., Inc., Annelise was registered with UBS PAINEWEBBER INC. from December 9, 1999 to April 24, 2001. Annelise is registered in 51 states for broker-dealer activities.

Firm Information

Annelise Strader 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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Annelise Strader’s Registration & Firm History

IN

07/22/2024 - Present

Charles Schwab & CO., Inc. (Indianapolis IN)

NJ

12/09/1999 - 04/24/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 07/31/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2024

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1999

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 Annelise Mignon Strader.
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