Unclaimed
Zane Coursey is a registered representative with Charles Schwab & CO., Inc. Zane has been in the securities industry since May 30, 2024. Zane is registered with the state of Texas and 50 other states. Zane holds the Series 63, Series 7TO, and SIE licenses. Zane specializes in providing financial planning advice and selection of other advisors. Zane's firm, Charles Schwab & CO., Inc., is a large firm with more than $50 billion in assets under management. Charles Schwab & CO., Inc. provides a variety of services to its clients, including financial planning, portfolio management, and selection of other advisors.
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
TX
05/31/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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