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  2. Charles Schwab Corporation - Wikipedia

    en.wikipedia.org/wiki/Charles_Schwab_Corporation

    The Charles Schwab Corporation [2] is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 380 branches, primarily in financial centers in the United States ...

  3. Charles R. Schwab - Wikipedia

    en.wikipedia.org/wiki/Charles_R._Schwab

    Charles Robert Schwab Sr. (born July 29, 1937) is an American investor and financial executive. He is the founder and chairman of the Charles Schwab Corporation. He pioneered discount sales of equity securities starting in 1975. His company became by far the largest discount securities dealer in the United States.

  4. State Street Global Advisors - Wikipedia

    en.wikipedia.org/wiki/State_Street_Global_Advisors

    State Street Global Advisors, the asset management division of State Street Corporation, was founded in 1978 [6] in Boston, Massachusetts . Its first three products were a domestic index fund, an international index fund (based on the MSCI EAFE index), and a short-term investment fund. [7] By 1989 the division had $53 billion (USD) in assets ...

  5. Edward Jones Investments - Wikipedia

    en.wikipedia.org/wiki/Edward_Jones_Investments

    An Edward Jones Investments in Gillette, Wyoming. Edward Jones in Markham, Ontario. Edward Jones was founded by Edward D. Jones in St. Louis, Missouri in 1922. [6] (. A different Edward D. Jones was a co-founder of Dow Jones. [13]) Edward Jones' son Edward D. "Ted" Jones was responsible for the creation of the individual branch network, which ...

  6. Is Schwab US Dividend Equity ETF the Best Dividend ETF ... - AOL

    www.aol.com/schwab-us-dividend-equity-etf...

    The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Schwab U.S. Dividend Equity ETF wasn’t one of them. The 10 ...

  7. Registered investment adviser - Wikipedia

    en.wikipedia.org/wiki/Registered_investment_adviser

    Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

  8. Schwab (SCHW) Down on Robo-Advisor Probe, to Incur ... - AOL

    www.aol.com/news/schwab-schw-down-robo-advisor...

    Schwab (SCHW) is likely to incur a $200-million charge in Q2, following the disclosure of an investigation by the SEC related to its robo-advisory platform. Schwab (SCHW) Down on Robo-Advisor ...

  9. Thinkorswim - Wikipedia

    en.wikipedia.org/wiki/Thinkorswim

    Thinkorswim, Inc. was founded in 1999 by Tom Sosnoff and Scott Sheridan as an online brokerage specializing in options. [2] [3] It was funded by Technology Crossover Ventures. [4] In February 2007, Investools acquired Thinkorswim. [5] In January 2009, it was acquired by TD Ameritrade in a cash and stock deal valued around $606 million.

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