Samuel SchwartzCRD Number: 5301470
Current Firm: Charles Schwab & Company, Inc.
Samuel Schwartz (CRD# 5301470) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Charles Schwab Bank||Los Angeles, CA||Aug 2007 - Current||10|
|Charles Schwab & Company, Inc.||Los Angeles, CA||Jul 2007 - Current||10|
|Pacific Life Insurance Company||Newport Beach, CA||Jan 2007 - Jul 2007||< 1|
|University Of Florida||Gainesville, FL||Jun 2003 - Dec 2006||3|
|Dragonfly||Gainesville, FL||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
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, 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