Terrence WasselCRD Number: 3031118
Current Firm: Charles Schwab & Company, Inc.
Terrence Wassel (CRD# 3031118) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 19 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Invest Advisory Inc.||Phoenix, AZ||Mar 2015 - Current||2|
|Charles Schwab & Company, Inc.||Phoenix, AZ||May 1999 - Current||18|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Jul 2012||< 1|
|Charles Schwab Bank||Orlando, FL||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
- Customer Dispute
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