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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. Thinkorswim - Wikipedia

    en.wikipedia.org/wiki/Thinkorswim

    Thinkorswim is an electronic trading platform owned by Charles Schwab Corporation used to trade financial assets. It is geared for self-directed stock, options and futures traders. History. Thinkorswim, Inc. was founded in 1999 by Tom Sosnoff and Scott Sheridan as an online brokerage specializing in options.

  4. 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.

  5. Is It Time to Update My Portfolio? - AOL.com

    www.aol.com/steps-portfolio-164102622.html

    The new year is the perfect time to look at your asset allocation and make adjustments. The events of the past year may have thrown your allocation off, or perhaps you want to respond to the ...

  6. How Can I Open an Margin Account With Schwab? - AOL

    www.aol.com/finance/open-margin-account-schwab...

    For higher-risk assets, Schwab may require higher initial values or more matching equity in your portfolio. Talk to a financial advisor about an investment strategy that fits your risk tolerance ...

  7. Prime members will now get free access to Grubhub+, expanding Amazon's food delivery and takeout services. Yahoo Finance 46 minutes ago ... Charles Schwab says. Reuters 33 minutes ago

  8. Eagle Investment Systems - Wikipedia

    en.wikipedia.org/wiki/Eagle_Investment_Systems

    Eagle Investment Systems is an American global provider of financial services technology and a subsidiary of BNY Mellon. [1] [2] Founded in 1989 and based in Wellesley, Massachusetts, Eagle has 15 offices internationally, including offices in Beijing, [3] Chennai, Dubai, London, Montreal, New York City, Pune, San Francisco, Singapore, Sydney ...

  9. Robo-advisor - Wikipedia

    en.wikipedia.org/wiki/Robo-advisor

    Robo-advisor. Robo-advisors or robo-advisers are a class of financial adviser that provide financial advice and investment management online with moderate to minimal human intervention. [1] They provide digital financial advice based on mathematical rules or algorithms. These algorithms are designed by financial advisors, investment managers ...