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Zelos Willis

Charles Schwab & CO., Inc.

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About Zelos Willis

Zelos Willis is a registered representative with Charles Schwab & CO., Inc. Zelos has been in the financial services industry since May 1, 2016 and has been registered with Charles Schwab since January 2022. Zelos holds Series 6, 7, 63 and 66 licenses. Prior to joining Charles Schwab, Zelos was a registered representative with TD Ameritrade, INC. Zelos has a long history of working in the financial services industry, providing valuable experience for clients. Zelos is registered to provide investment advice in 53 states and the District of Columbia.

Firm Information

Zelos Willis 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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Zelos Willis’s Registration & Firm History

TX

01/27/2022 - Present

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

TX

06/23/2017 - 05/11/2024

TD AMERITRADE, INC. (Westlake TX)

TX

04/19/2011 - 06/08/2012

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

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Licenses & Designations

BOTH

Issued 11/18/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/03/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zelos Willis.
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