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Min Deng

Charles Schwab & CO., Inc.

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About Min Deng

Min Deng is a financial advisor with over 16 years of experience in the financial services industry. Min has a strong track record of helping individuals and families achieve their financial goals. Min is currently registered with Charles Schwab & CO., Inc. and holds Series 6, 7, 63, and 65 licenses. Min has a Certified Financial Planner designation. Min provides a range of financial services, including financial planning, investment management, and retirement planning. Min is committed to providing personalized advice and guidance to help clients achieve their financial goals.

Firm Information

Min Deng 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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Min Deng’s Registration & Firm History

CA

03/23/2021 - Present

Charles Schwab & CO., Inc. (San Ramon CA)

CA

10/10/2006 - 10/09/2013

METLIFE SECURITIES INC. (WALNUT CREEK CA)

CA

10/10/2006 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (OAKLAND CA)

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Licenses & Designations

IA

Issued 05/24/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/09/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Min Deng. Review regulatory record here.
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