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Mabel C
Series 66
Raleigh, NC
Charles Schwab
Mabel Cheonwi is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at RBC and Parametric as a portfolio associate. Outside of her advisory role, she is an independent business owner with Amway, engaged in online product sales. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.
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