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• Peter Dimitrakopoulos | Financial Consultant in NY | Charles Schwab

  Peter Dimitrakopoulos is a Financial Consultant at Charles Schwab serving Forest Hills, NY. Request an appointment or contact us today to speak with a financial consultant.

• Miles Feller-Blakemore | Financial Consultant in MO | Charles Schwab

  Miles Feller-Blakemore is a Financial Consultant at Charles Schwab serving Clayton, MO. Request an appointment or contact us today to speak with a financial consultant.

• Therese Cleary Whiting | Financial Consultant in CA | Charles Schwab

  Therese Cleary Whiting is a Financial Consultant at Charles Schwab serving Menlo Park, CA. Request an appointment or contact us today to speak with a financial consultant.

• Itzak Beleche Gonzalez | Financial Consultant in CA | Charles Schwab

  Itzak Beleche Gonzalez is a Financial Consultant at Charles Schwab serving Carmel, CA. Request an appointment or contact us today to speak with a financial consultant.

• Kanin Sathienvantanee | Financial Consultant in CA | Charles Schwab

  Kanin Sathienvantanee is a Financial Consultant at Charles Schwab serving Irvine, CA. Request an appointment or contact us today to speak with a financial consultant.

• Investing Basics: ETFs | Charles Schwab

  Learn about the risks and potential rewards of exchange-traded funds, also known as ETFs.

• How Do Muni Bond Credit Ratings Work? | Charles Schwab

  Kathy Jones and Cooper Howard interview Jane Ridley from S&P Global about how municipal bonds are rated.

• Schwab Stock Slices®—Give the Gift of Ownership | Charles Schwab

  Teach someone you care about the power of investing. With Schwab Stock Slices®, you can use the funds you deposited into their custodial account to purchase fractional shares for them.

• Micro E-Mini Futures Contracts | Charles Schwab

  This video explains the basics of Micro E-mini futures contracts for U.S. stock market indexes.

• How Portability Can Help Minimize Estate Taxes | Charles Schwab

  The portability rule allows spouses to use each other's unused lifetime estate and gift tax exemption—but it's not automatic and should be part of a larger estate planning conversation.