Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril Schwab Duhigg is a financial advisor with Vanguard Advisers, Inc. April has been in the financial services industry for over 23 years and has a Series 6, 7, 63, and 65 license. April is also a Certified Financial Planner. She holds a current Series 65 registration with the states of North Carolina and Texas. Her previous experience includes working with Morgan Stanley Smith Barney, Wells Fargo Advisors, LLC, and First Union Brokerage Services, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
07/17/2015 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
NY
10/26/2010 - 07/19/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NC
10/01/2000 - 09/20/2010
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
04/22/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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