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Cobie Beach

Charles Schwab & CO., Inc.

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About Cobie Beach

Cobie Beach is a registered representative with Charles Schwab & CO., Inc. located in Pittsford, NY. Cobie Beach has been active in the securities industry for over two years. Cobie Beach is also a registered investment advisor representative in New York. Cobie Beach is registered with FINRA and the State of New York. Cobie Beach has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Cobie Beach has worked for several firms, including WASTE HARMONICS and Thirsty's Bar before joining Charles Schwab & CO., Inc.

Firm Information

Cobie Beach 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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Cobie Beach’s Registration & Firm History

NY

09/01/2022 - Present

Charles Schwab & CO., Inc. (Pittsford NY)

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Licenses & Designations

BOTH

Issued 03/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cobie Beach.
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