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Zhebin Benson Huang

Charles Schwab & CO., Inc.

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About Zhebin Benson Huang

Zhebin Benson Huang is a financial advisor with Charles Schwab & Co., Inc., who has been in the industry since 1999. Zhebin has a Series 7 and 63 securities licenses, and is also a Series 10 and 9 principal. Zhebin has worked with Charles Schwab & Co., Inc. since January 2000. Zhebin is registered to provide investment advice in 18 states and is a Registered Representative. Zhebin has experience working with corporations and individuals. Zhebin is part of a team that offers financial planning and wealth management services to their clients.

Firm Information

Zhebin Huang 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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Zhebin Huang’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

FL

01/04/1999 - 09/20/1999

GSG SECURITIES, INC. (BOCA RATON FL)

CO

12/04/1998 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 10/05/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/25/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/30/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Zhebin Benson Huang. Review regulatory record here.
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