Unclaimed
Colby Gaston-cysewski is a financial advisor with Charles Schwab & CO., Inc. Colby is based in Bellevue, Washington, and has been in the industry since 2010. Colby holds the Series 66, Series 7 and SIE securities licenses. Colby is registered with FINRA and is active in 26 states. Colby is also registered as an Investment Advisor Representative (IAR) in Washington and Texas. Colby has a strong background in providing financial advice to individuals. Colby specializes in financial planning and selecting other advisors. Colby's firm, Charles Schwab & CO., Inc., is one of the largest financial institutions in the United States.
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
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2
WA
04/30/2013 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
VA
10/18/2010 - 03/19/2013
CAPITAL ONE SHAREBUILDER, INC. (MCLEAN VA)
BOTH
Issued 01/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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