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Teela Marie Myers

Charles Schwab & CO., Inc.

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About Teela Marie Myers

Teela Marie Myers is a financial professional with over 10 years of experience in the financial services industry. Teela is currently registered with Charles Schwab & CO., Inc. as a Registered Representative. Teela is also registered as an Investment Adviser Representative in Ohio. Prior to her current role, Teela worked for several other firms, including Citigroup Global Markets Inc., Ultimus Fund Distributors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cetera Advisors LLC.

Firm Information

Teela Myers 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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Teela Myers’s Registration & Firm History

TX

09/19/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

KY

10/14/2019 - 08/10/2022

CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)

OH

04/18/2019 - 10/18/2019

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

OH

08/29/2018 - 04/16/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)

OH

09/13/2016 - 07/02/2018

CETERA ADVISORS LLC (CINCINNATI OH)

KY

09/17/2013 - 09/09/2016

CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)

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Licenses & Designations

IA

Issued 03/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2013

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 Teela Marie Myers.
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