Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tess? Claim Your ProfileTess Montague Papazian is an Investment Advisor Representative at Charles Schwab Investment Management, Inc. Tess has been in the financial industry for several years. Tess holds a Series 65 license and has been registered with the state of Massachusetts since September 22, 2020 and with the state of Florida since April 15, 2024. Tess has worked at Charles Schwab Investment Management since 2020 and previously worked at Windhaven Investment Management, Inc., Liberty Mutual Investments and F-Squared Investments. Tess has experience working with a variety of clients including individuals, corporations, investment companies, pooled investment vehicles, charitable organizations, and insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Costs
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CA
09/22/2020 - Present
Charles Schwab Investment Management, Inc. (SAN FRANCISCO CA)
IA
Issued 07/10/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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