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Arline Maria Schmitt

Charles Schwab & CO., Inc.

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About Arline Maria Schmitt

Arline Maria Schmitt is a financial professional with over 20 years of experience in the industry. Arline currently holds a Series 7TO, Series 7, Series 63, Series 9, and SIE licenses. Arline is registered to offer securities in California and Florida. Arline is currently employed by Charles Schwab & Co., Inc., where she is a registered representative and a financial advisor. Before joining Charles Schwab & Co., Inc. Arline worked at CITIGROUP GLOBAL MARKETS INC. in New York, NY. Arline has a strong commitment to providing her clients with personalized financial advice and services.

Firm Information

Arline Schmitt 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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Arline Schmitt’s Registration & Firm History

FL

07/05/2019 - Present

Charles Schwab & CO., Inc. (Orlando FL)

NY

02/23/2006 - 03/23/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2006

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 Arline Maria Schmitt.
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