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Clarise R Vennitti

Charles Schwab & CO., Inc.

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About Clarise R Vennitti

Clarise Vennitti is a registered representative with Charles Schwab & CO., Inc. Clarise has over 23 years of experience in the financial services industry. Clarise is registered with the state of Ohio, and holds the Series 63, 66, 7, and 24 licenses, as well as the SIE. Clarise is also registered as an Investment Advisor Representative in Ohio. Clarise has previously worked at TD Ameritrade, Inc. and Scottrade, Inc. Clarise provides financial planning services. Clarise's firm, Charles Schwab & CO., Inc., is a large firm with over $50 billion in assets under management and over 900,000 clients. They offer a variety of investment services, including financial planning, portfolio management, and securities brokerage.

Firm Information

Clarise Vennitti 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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Clarise Vennitti’s Registration & Firm History

OH

01/27/2022 - Present

Charles Schwab & CO., Inc. (Westlake OH)

OH

02/26/2018 - 07/29/2024

TD AMERITRADE, INC. (Westlake OH)

OH

08/02/2000 - 02/26/2018

SCOTTRADE, INC. (STRONGSVILLE OH)

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Licenses & Designations

BOTH

Issued 03/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2000

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 Clarise R Vennitti.
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