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Charles Young Choe

Charles Schwab & CO., Inc.

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About Charles Young Choe

Charles Young Choe is an investment advisor representative, registered with Charles Schwab & CO., Inc. and located in Scottsdale, AZ. Charles has been in the industry since 2008. Charles has a Series 66 license as well as Series 7, 9, and 10 licenses. Charles is registered with both FINRA and the states of Arizona and California. Charles has been with Charles Schwab & CO., Inc. since 2010, but previously worked for TD AMERITRADE, INC., SCOTTRADE, INC. and EDWARD JONES. In addition to providing investment advice, Charles also owns and manages a commercial property in Phoenix, AZ.

Firm Information

Charles Choe 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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Charles Choe’s Registration & Firm History

AZ

05/18/2010 - Present

Charles Schwab & CO., Inc. (Scottsdale AZ)

AZ

05/04/2023 - 05/19/2024

TD AMERITRADE, INC. (Scottsdale AZ)

AZ

03/03/2009 - 04/26/2010

SCOTTRADE, INC. (TOLLESON AZ)

AZ

08/01/2008 - 12/16/2008

EDWARD JONES (TEMPE AZ)

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Licenses & Designations

BOTH

Issued 08/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/09/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2008

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 Charles Young Choe.
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