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Edward J Greene

Charles Schwab & CO., Inc.

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About Edward J Greene

Edward J. Greene is an investment advisor representative with Charles Schwab & CO., Inc. He is a registered investment advisor in Arizona and California. Edward has been in the securities industry since May 2006. He has worked for EDWARD JONES, VANGUARD MARKETING CORPORATION, and Charles Schwab & CO., Inc.. Edward has passed the Series 63, Series 65, Series 6, Series 7, Series 9, Series 10, and SIE exams. Edward's specializations include financial planning and selection of other advisers.

Firm Information

Edward Greene 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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Edward Greene’s Registration & Firm History

AZ

08/08/2016 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

08/13/2015 - 07/11/2016

EDWARD JONES (TEMPE AZ)

AZ

04/21/2006 - 08/07/2015

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 06/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/26/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/15/2016

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edward J Greene.
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