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Teresah Danielle Woolridge

Charles Schwab & CO., Inc.

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About Teresah Danielle Woolridge

Teresah Woolridge is an investment advisor representative with Charles Schwab & CO., Inc. She has been in the industry for 2 years. Teresah has experience with both broker-dealer and investment advisor services, and she is registered to provide investment advisory services in Georgia. She holds licenses including Series 63, Series 65, Series 7TO and SIE, and is also a registered representative for Charles Schwab & Co. She is passionate about helping clients achieve their financial goals. She is committed to providing personalized financial advice and guidance to help individuals and families plan for their future.

Firm Information

Teresah Woolridge 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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Teresah Woolridge’s Registration & Firm History

GA

09/30/2024 - Present

Charles Schwab & CO., Inc. (Savannah GA)

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Licenses & Designations

BC

Issued 02/16/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Teresah Danielle Woolridge.
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