Irene Choi, financial advisor Arcadia CA
93 score

Irene Choi

CRD Number: 3168175
Current Firm: Charles Schwab & Company, Inc.

Irene Choi (CRD# 3168175) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Arcadia, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Rental Properties Arcadia, CA Mar 2006 - Current 10
Charles Schwab Bank Arcadia, CA Feb 2005 - Current 11
Charles Schwab Company,inc. Arcadia, CA Mar 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Irene W. Choi
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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