Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Alexander Schmidt is an active investment advisor representative with Charles Schwab & CO., Inc. Colby Alexander Schmidt is registered with the state of California to provide both brokerage and investment advisory services. Colby Alexander Schmidt holds both Series 7TO and Series 66 licenses and is registered with FINRA. Colby Alexander Schmidt has been in the securities industry since April 2020. Colby Alexander Schmidt is currently located at 800 El Camino Real Suite 100 in Menlo Park, CA, 94025-4875.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
07/01/2024 - Present
Charles Schwab & CO., Inc. (Menlo Park CA)
BOTH
Issued 06/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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