Benjamin WooleyCRD Number: 6034937
Current Firm: Charles Schwab & Company, Inc.
Benjamin Wooley (CRD# 6034937) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has 1 year of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Jeffrey A Bogart Investment Advisor
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Feb 2012 - Current||4|
|American Federal Savings Bank||Cuyahoga Falls, OH||Apr 2011 - Nov 2011||< 1|
|Quality Scrub Car Wash||Cuyahoga Falls, OH||May 2009 - Apr 2011||1|
|Kent State University||Kent, OH||Aug 2005 - May 2010||4|
|Americorps||Ravenna, OH||Dec 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|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, 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