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Karen Stacey Podwyszynski

Charles Schwab & CO., Inc.

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About Karen Stacey Podwyszynski

Karen Stacey Podwyszynski is a financial advisor registered with Charles Schwab & Co., Inc. Karen has over 15 years of experience in the financial services industry and has been registered with Charles Schwab & Co., Inc. since October 2014. She is licensed to provide investment advice in 21 states. Karen also holds a Series 31, 7, and 66 licenses. Karen provides financial planning and investment advice to individual clients.

Firm Information

Karen Podwyszynski 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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Karen Podwyszynski’s Registration & Firm History

NJ

02/18/2015 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NY

06/20/2008 - 10/30/2014

UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)

NJ

12/07/2007 - 06/26/2008

MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)

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Licenses & Designations

BOTH

Issued 02/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 12/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Karen Stacey Podwyszynski. Review regulatory record here.
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