Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phoebe? Claim Your ProfilePhoebe Chao is a financial advisor with over 18 years of experience in the financial services industry. Currently, Phoebe is registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in Texas and Washington. Phoebe is also a Certified Financial Planner (CFP). Phoebe has worked with a variety of firms throughout her career, including USAA Financial Advisors, Inc., TIAA-CREF Individual & Institutional Services, LLC, and PFS Investments Inc. Phoebe has a strong track record of helping clients achieve their financial goals. Phoebe is committed to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WA
08/03/2018 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
CA
06/07/2011 - 06/19/2018
USAA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)
TX
11/16/2007 - 05/23/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
GA
01/13/2004 - 11/19/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 01/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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