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Gabrielle Marie Corduan

Schwab Wealth Advisory, Inc.

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About Gabrielle Marie Corduan

Gabrielle Marie Corduan is a financial advisor at Schwab Wealth Advisory, Inc. in Seattle, WA. Gabrielle has been in the financial services industry since 2022 and holds Series 7TO, SIE, and Series 66 licenses. Gabrielle is also registered with the states of Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. In addition to providing financial advice, Gabrielle also offers portfolio management services for individuals and businesses.

Firm Information

Gabrielle Corduan is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Gabrielle Corduan’s Registration & Firm History

WA

12/09/2024 - Present

Schwab Wealth Advisory, Inc. (Seattle WA)

WA

05/16/2022 - 11/17/2022

WELLS FARGO CLEARING SERVICES, LLC (WOODINVILLE WA)

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Licenses & Designations

BOTH

Issued 06/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gabrielle Marie Corduan.
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