fbpx

« All Events

  • This event has passed.

Schwab Acquisition FAQs (Presented By: Craig Ferrantino, CWS®, CFF®)

August 23 @ 12:30 pm - 1:00 pm EDT

Schwab Acquisition FAQs

8/23/202312:30pm EDT30 minutes
We have put together a special webinar that goes over some of the most frequently asked questions about the conversion and also includes a step-by-step tutorial on how to create access to your accounts at Schwab via Schwab Alliance.

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.  Tax services are provided by Craig James Financial Services, LLC and not provided by UnitedPlanners.  All information is based on sources believed to be accurate but may not be guaranteed.  Material discussed is for educational purposes only. Information presented should not be considered investment advice.
We have put together a special webinar that goes over some of the most frequently asked questions about the conversion and also includes a step-by-step tutorial on how to create access to your accounts at Schwab via Schwab Alliance.

+ Google Calendar+ iCal Export

Details

Date:
August 23
Time:
12:30 pm - 1:00 pm EDT
Event Category:
View Event Website

Organizer

Craig Ferrantino

Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.

Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Wisconsin, & Wyoming.

Insurance-related services may not be provided to individuals residing in any states other than CT, PA, NY, FL, NC, NJ, & AZ.  A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  Tax services are provided independently of United Planners.