Chun TseCRD Number: 3122304
Current Firm: Charles Schwab & Company, Inc.
Chun Tse (CRD# 3122304) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 17 years of experience in the finance industry. Chun Tse has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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|Charles Schwab Bank||San Francisco, CA||May 2013 - Current||3|
|Charles Schwab & Company, Inc.||San Francisco, CA||May 2013 - Current||3|
|Homemaking||San Francisco, CA||May 2011 - Apr 2013||1|
|Charles Schwab Bank||San Francisco, CA||Feb 2005 - May 2011||6|
|Charles Schwab & Company, Inc.||San Francisco, CA||Aug 1998 - May 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S66||NASAA Uniform Combined State Law Examination||Jul 2006|
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