Tiffany Wax (CRD# 6511068) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Clermont, FL and has over 7 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 2227187
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Premiere Bank | Orlando, FL | Nov 2020 - Current | 3 |
| Charles Schwab Trust Bank | Orlando, FL | Jan 2019 - Current | 5 |
| Charles Schwab Bank | Orlando, FL | Jun 2017 - Current | 6 |
| Charles Schwab & Company, Inc. | Orlando, FL | Jun 2015 - Current | 8 |
| Robertson Anschutz & Schneid | Boca Raton, FL | Jun 2014 - Jun 2015 | 1 |
| Brock & Scott | Ft Lauderdale, FL | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2017 |
| S63 | Uniform Securities State Law Examination | Aug 2016 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, 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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