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Sandra Blake Arko

Charles Schwab & CO., Inc.

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About Sandra Blake Arko

Sandra Blake Arko is a financial professional with over 30 years of experience in the industry. Sandra is a Certified Financial Planner™ and holds Series 6, 7, 63 and 66 securities licenses, as well as the SIE exam. Sandra is currently registered with Charles Schwab & CO., Inc. Prior to joining Charles Schwab, Sandra was registered with VALIC Financial Advisors, Inc. and Copeland Equities, Inc. Sandra's specializations include Financial Planning and Selection of other Advisors. Sandra provides financial planning services to individuals and is also a Wrap Fee Program Sponsor and a Financial Planning Advisor Referral Program.

Firm Information

Sandra Arko 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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Sandra Arko’s Registration & Firm History

IL

11/10/2021 - Present

Charles Schwab & CO., Inc. (Chicago IL)

IL

02/05/2008 - 09/10/2021

VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)

NJ

03/06/1989 - 05/05/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BOTH

Issued 04/08/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sandra Blake Arko.
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