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• Antonio Rodriguez | Financial Consultant in TX | Charles Schwab

  Antonio Rodriguez is a Financial Consultant at Charles Schwab serving Southlake, TX. Request an appointment or contact us today to speak with a financial consultant.

• How to Protect Yourself From Check Fraud | Charles Schwab

  Criminals are going back to basics with paper check scams. Discover three steps to help protect yourself against check fraud.

• What Happens to My Equity Award If I Quit? | Charles Schwab | Charles Schwab

  Wondering what will happen to your equity compensation if you leave your company? Learn what happens to vested and unvested equity if you quit or are fired.

• Leveraging Your Home Equity in Retirement | Charles Schwab

  Retirees have several options for using home equity to assist their finances. Learn how you can leverage your home’s value to support your retirement.

• How to add and manage an authorized user | Charles Schwab

  Learn how to securely provide & manage account access to authorized users.Read PDF: Add authorized user

• How to place a trade | Charles Schwab

  Our All-In-One Trade Ticket® provides easy access to multiple asset types (stocks, ETFs, and options), and lets you place and execute your trades from a single location.

• Schwab SEP-IRA Basic Plan Document | Charles Schwab

  The purpose of this Plan is to provide, in accordance with its provisions, a Simplified Employee Pension plan providing benefits upon retirement for the individuals who are eligible to participate hereunder.

• Schwab Global Account Markets and Pricing | Charles Schwab

  With the Schwab Global Account, you can trade stocks online directly in select foreign markets - in their local currencies.

• How to place an order to cover short positions | Charles Schwab

  Read PDF: Place order to cover short positionsAll-In-One Trade Ticket

• How to Find Bullish Stocks on thinkorswim® | Charles Schwab

  Learn ways to find uptrending stocks for bullish trading strategies using the Stock Hacker stock screening tool on thinkorswim® desktop.