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• Forms & Applications | Charles Schwab

  Find the forms you need in one convenient place. Open an account, roll over an IRA, and more.

• Trajon Moore | Financial Consultant in DC | Charles Schwab

  Trajon Moore is a Financial Consultant at Charles Schwab serving Washington, DC. Request an appointment or contact us today to speak with a financial consultant.

• Ashley Cosio | Financial Consultant in CA | Charles Schwab

  Ashley Cosio is a Financial Consultant at Charles Schwab serving San Francisco, CA. Request an appointment or contact us today to speak with a financial consultant.

• About Schwab Intelligent Portfolios | Charles Schwab

  View Frequently Asked Questions on Schwab Intelligent Portfolios.

• Budgeting | Charles Schwab

  Find ways to manage your cash flow and debt.

• Financial Planning | Charles Schwab

  Understand where you are today and create a roadmap to get you where you want to be.

• Short-Term vs. Long-Term Capital Gains Tax | Charles Schwab

  When an asset is sold for a profit, Uncle Sam wants his share. Learn about short-term vs. long-term capital gains and their impact on how much you owe.

• Trading Support | Charles Schwab

  Strategize your next trade with the expertise of Schwab’s team of highly-trained trading specialists who share your passion for trading.

• Carla Almeida Cabrera | Financial Consultant in FL | Charles Schwab

  Carla Almeida Cabrera is a Financial Consultant at Charles Schwab serving Miami, FL. Request an appointment or contact us today to speak with a financial consultant.

• Rhett J. Savitch | Financial Consultant in CA | Charles Schwab

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