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• Melissa Wacker | Financial Consultant in AZ | Charles Schwab

  Melissa Wacker is a Financial Consultant at Charles Schwab serving Tucson, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Richard Pareti | Financial Consultant in AZ | Charles Schwab

  Richard Pareti is a Financial Consultant at Charles Schwab serving Scottsdale, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Learning Quest Account Maintenance Form | Charles Schwab

  Use this form to update account information, such as a name or address.

• Custodial Account Transfer Worksheet | Charles Schwab

  You and your beneficiary can use this worksheet as you go through the custodial account conversion process.

• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• 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

• Chuck Schwab on Life & Golf | Charles Schwab

  The founder of the Charles Schwab Corporation discusses his passion for golf and how it parallels life lessons.

• Uncertainty or Optimism: A Unique Economic Cycle | Charles Schwab

  Liz Ann Sonders interviews the legendary Ed Hyman about the current economic cycle and its unique characteristics.

• Some Assembly Preferred: With Guests Mike Norton & Michael Ojo | Charles Schwab

  There is a real sense of satisfaction that comes with building something yourself. But can that lead to us overvaluing what we create?

• Request a Required Minimum Distribution From Your Schwab IRA | Charles Schwab

  Complete this form if you wish to take a Required Minimum Distribution (RMD) from your account. (Do not use this form for Inherited RMD's. Use the Request an IRA Distribution Form.)