Unclaimed
Ted Pickell is a registered representative with Charles Schwab & Co., Inc. Ted has been in the industry since March 2024. Ted has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Ted is registered with FINRA. Ted is currently located at the Phoenix, AZ branch office of Charles Schwab & Co., Inc..
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
AZ
03/18/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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