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Eve W
Series 66
Ralston, NE
Charles Schwab
Eve Wood is a financial advisor at Charles Schwab with 20 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2021, with prior experience at TD Ameritrade from 2006 to 2023. She also spent time at the Charles Schwab Trust Bank from 2023 to 2024. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.
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