Unclaimed
Tia Ashley Genco is a registered representative with Charles Schwab & CO., Inc. Tia has been in the industry since 2018 and has passed the Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7) exams. Tia's firm specializes in wrap fee programs and financial planning services. The firm has more than $50 billion in assets under management and serves over 919,128 clients.
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
1
2
AZ
05/01/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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