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Edward P Schenk

Charles Schwab & CO., Inc.

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About Edward P Schenk

Edward Schenk is an investment advisor currently employed by Charles Schwab & CO., Inc. based in Phoenix, Arizona. Prior to that, Edward was registered with DAIN RAUSCHER INCORPORATED in New York, New York, Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York and Dean Witter Reynolds Inc. in Purchase, New York. Edward has been in the industry since August 1997.

Firm Information

Edward Schenk 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 Schenk’s Registration & Firm History

AZ

05/19/1999 - Present

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

NY

10/23/1998 - 05/10/1999

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NY

08/20/1997 - 10/28/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/15/1997 - 07/23/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/12/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/31/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/14/1997

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 Edward P Schenk.
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