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• Jay Patneaude | Financial Consultant in NE | Charles Schwab

  Jay Patneaude is a Financial Consultant at Charles Schwab serving Lincoln, NE. Request an appointment or contact us today to speak with a financial consultant.

• Katie Western | Financial Consultant in MI | Charles Schwab

  Katie Western is a Financial Consultant at Charles Schwab serving East Lansing, MI. Request an appointment or contact us today to speak with a financial consultant.

• Haley Hausman | Financial Consultant in MN | Charles Schwab

  Haley Hausman is a Financial Consultant at Charles Schwab serving Edina, MN. Request an appointment or contact us today to speak with a financial consultant.

• Diane Newport | Financial Consultant in NJ | Charles Schwab

  Diane Newport is a Financial Consultant at Charles Schwab serving Red Bank, NJ. Request an appointment or contact us today to speak with a financial consultant.

• Custodial Account Beneficiary Distribution Form | Charles Schwab

  Use this form to withdraw all assets from this custodial account and close the account once you have reached the age at which your custodial relationship ends according to your state law.

• Understanding the Gamma Squeeze | Charles Schwab

  Learn how a gamma squeeze combines retail call buying, a rally in the stock, and stock buying via market makers to hedge exposure, forcing the stock price up.

• 5 Types of Mortgage Loans to Consider | Charles Schwab

  Want to learn about different types of mortgage loans? Discover how different types of mortgages work, plus pros and cons to consider. Get started here.

• RSU Taxes and PSU Taxes: A Guide | Charles Schwab

  Learn how restricted stocks and performance stocks are taxed when they vest and when they're sold, and what documents you'll need when filing in the U.S.

• Using a Walk Limit® Order on thinkorswim® | Charles Schwab

  Walk Limit® orders for options help automate the limit order process, increasing or decreasing the price at set intervals to potentially fill an ideal price.

• A Moving Average: Simple vs. Exponential | Charles Schwab

  A moving average is a popular technical analysis study among traders. Learn how simple and exponential moving averages work.