Dwight SchwartzCRD Number: 1362584
Current Firm: Charles Schwab & Company, Inc.
Dwight Schwartz (CRD# 1362584) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|Charles Schwab & Company, Inc.||Chicago, IL||Aug 2015 - Current||5|
|Optionsxpress, Inc.||Chicago, IL||Jan 2017 - Oct 2017||< 1|
|Charles Schwab Bank||Naperville, IL||Aug 2015 - Jan 2017||1|
|Bill Kay Chevrolet||Lisle, IL||Mar 2015 - Aug 2015||< 1|
|Starbucks||Downers Grove, IL||Nov 2014 - Feb 2015||< 1|
|Nylife Securities LLC||Deerfield, IL||Jan 2012 - Oct 2014||2|
|New York Life Insurance Company||Deerfield, IL||Sep 2011 - Oct 2014||3|
|Self-employed||Western Springs, IL||Feb 1999 - Dec 2011||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2019|
|S63||Uniform Securities State Law Examination||Aug 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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