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April M Beltran

Schwab Wealth Advisory, Inc.

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About April M Beltran

April Beltran is a financial advisor with Schwab Wealth Advisory, Inc. April has been working in the financial industry since 2003. April is licensed to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Ohio, Oregon, Tennessee, Texas, Vermont, and Washington. April is also a Certified Financial Planner. April's firm Schwab Wealth Advisory, Inc. is headquartered in San Francisco, California.

Firm Information

April Beltran is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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April Beltran’s Registration & Firm History

AZ

01/03/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

AZ

11/13/2014 - 07/10/2018

WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)

AZ

10/01/2012 - 12/02/2014

J.P. MORGAN SECURITIES LLC (MESA AZ)

AZ

06/20/2008 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MESA AZ)

AZ

07/06/2005 - 01/30/2007

CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)

IL

04/19/2005 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

MN

12/20/2003 - 04/13/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/20/2003 - 04/13/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/06/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2003

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 April M Beltran.
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