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Cornelia Ruth Mallari

Charles Schwab & CO., Inc.

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About Cornelia Ruth Mallari

Cornelia Ruth Mallari is an Investment Advisor Representative with Charles Schwab & CO., Inc.. Cornelia has been in the financial services industry since 1997. Cornelia is registered with FINRA and has offices in Annapolis and Gaithersburg, Maryland. Cornelia has experience with Charles Schwab & CO., Inc., LPL FINANCIAL LLC, WELLS FARGO ADVISORS, LLC, and CITIGROUP GLOBAL MARKETS INC. Cornelia has a Series 7, Series 63, and Series 65 license. Cornelia has a strong track record of providing financial planning and investment advice to individuals and families. Cornelia specializes in helping clients with financial planning, retirement planning, and investment management.

Firm Information

Cornelia Mallari 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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Cornelia Mallari’s Registration & Firm History

MD

01/04/2019 - Present

Charles Schwab & CO., Inc. (Annapolis MD)

VA

09/28/2012 - 04/17/2013

LPL FINANCIAL LLC (ALEXANDRIA VA)

VA

07/24/2007 - 03/11/2011

WELLS FARGO ADVISORS, LLC (MCLEAN VA)

NY

11/10/1997 - 08/08/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1997

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 Cornelia Ruth Mallari.
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