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Robert Vincent Kuharski

Charles Schwab & CO., Inc.

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About Robert Vincent Kuharski

Robert Kuharski is a financial advisor with over 25 years of experience in the industry. He is currently registered with Charles Schwab & Co., Inc. Previously, Robert held positions with RBC DAIN RAUSCHER INC. and PRUDENTIAL SECURITIES INCORPORATED. Robert's dedication to his clients is reflected in his extensive licensing and registrations, including his Series 7, Series 63, and Series 65 licenses. He is also a registered representative in Washington and Texas, and an Investment Advisor Representative in Texas. In addition to his advisory work, Robert also volunteers his time as a financial literacy advisor at Spokane Public Schools.

Firm Information

Robert Kuharski 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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Robert Kuharski’s Registration & Firm History

WA

04/26/2006 - Present

Charles Schwab & CO., Inc. (Spokane WA)

NY

07/03/2001 - 08/04/2005

RBC DAIN RAUSCHER INC. (NEW YORK NY)

NY

04/18/1995 - 07/12/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/06/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Vincent Kuharski.
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