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Jeffrey Dane Corvin

Charles Schwab & CO., Inc.

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About Jeffrey Dane Corvin

Jeffrey Dane Corvin is a financial advisor with over 14 years of experience in the industry. Jeffrey Corvin is currently registered with Charles Schwab & CO., Inc. Prior to that, Jeffrey Corvin was registered with TD AMERITRADE, INC. and TRADESTATION SECURITIES, INC.. Jeffrey Corvin holds Series 3, 7, 34, and 63 securities licenses, as well as the Series 65 investment advisor license. Jeffrey Corvin specializes in providing financial advice and planning, and also offers selection of other advisers to clients.

Firm Information

Jeffrey Corvin 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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Jeffrey Corvin’s Registration & Firm History

MD

05/13/2021 - Present

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

MD

12/01/2022 - 07/29/2024

TD AMERITRADE, INC. (Potomac MD)

FL

10/14/2008 - 03/11/2016

TRADESTATION SECURITIES, INC. (PLANTATION FL)

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Licenses & Designations

IA

Issued 05/12/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2011

Series 3 - National Commodity Futures Examination

BC

Issued 08/30/2011

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 10/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jeffrey Dane Corvin. Review regulatory record here.
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