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Shaun Greene

Charles Schwab & CO., Inc.

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About Shaun Greene

Shaun Greene is a financial advisor with Charles Schwab & CO., Inc. Shaun has been in the industry since 2020 and is registered to provide investment advice in 51 states and is a registered representative in the state of Nebraska. Shaun also holds Series 7TO and SIE licenses. Previously, Shaun worked as a financial advisor for WELLS FARGO CLEARING SERVICES, LLC and THRIVENT INVESTMENT MANAGEMENT INC. Shaun has a strong background in providing financial planning advice.

Firm Information

Shaun Greene 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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Shaun Greene’s Registration & Firm History

NE

08/08/2024 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

12/04/2023 - 01/16/2024

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

NE

12/19/2022 - 11/15/2023

THRIVENT INVESTMENT MANAGEMENT INC. (OMAHA NE)

NE

11/17/2020 - 02/18/2021

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 02/04/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/17/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/13/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shaun Greene.
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