Charles Schwab & Co., Inc
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About this Advisor
Cory Cha is a certified financial planner working out of Boston, Massachusetts, with 10 years of work experience. Cha works at Charles Schwab & Co., Inc. Over the course of their career, Cha has held roles at Charles Schwab & Co, Inc, Pricewaterhousecoopers, Department Of Commerce, Fidelity Brokerage Services LLC, Td Ameritrade, Purdue University and University Of Cincinnati. Cha maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to serve investors in California. Charles Schwab & Co., Inc is an advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 370 locations and a total of 14,879 people on staff. The company provides a few services, including financial planning services, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types charged by Charles Schwab & Co., Inc most likely include any blend of hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Charles Schwab & Co., Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Selection of other advisers
Cory Cha Work History
Cory has 10 years of experience.
Charles Schwab & Co, Inc
Fidelity Brokerage Services LLC
Department Of Commerce
University Of Cincinnati
Cory Cha has no disclosures.
Please visit their SEC profile for more details.