Remy BoleaCRD Number: 5965514
Current Firm: Charles Schwab & Company, Inc.
Remy Bolea (CRD# 5965514) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Denver, CO and has over 6 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Charles Schwab Bank||Denver, CO||Nov 2014 - Current||3|
|Charles Schwab & Company,inc||Denver, CO||Aug 2011 - Current||6|
|Unemployed||Denver, CO||Jun 2011 - Aug 2011||< 1|
|University Of Denver||Denver, CO||Sep 2010 - Jun 2011||< 1|
|Vail Resorts||Vail, CO||Dec 2010 - Apr 2011||< 1|
|Unemployed||Denver, CO||Aug 2010 - Sep 2010||< 1|
|College Du Leman||Versoix,||Jul 2010 - Aug 2010||< 1|
|Unemployed||Weston, CT||Jun 2010 - Jul 2010||< 1|
|University Of Denver||Denver, CO||Sep 2009 - Jun 2010||< 1|
|Unemployed||Denver, CO||Aug 2009 - Sep 2009||< 1|
|College Du Leman||Versoix,||Jul 2009 - Aug 2009||< 1|
|Unemployed||Weston, CT||Jun 2009 - Jul 2009||< 1|
|University Of Denver||Denver, CO||Sep 2008 - Jun 2009||< 1|
|Weston Field Club||Weston, CT||Jun 2008 - Sep 2008||< 1|
|The Spicy Pickle||Denver, CO||Mar 2008 - Jun 2008||< 1|
|University Of Denver||Denver, CO||Sep 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
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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