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Cristopher Llopiz Osorio | Financial Consultant in RI | Charles Schwab
Cristopher Llopiz Osorio is a Financial Consultant at Charles Schwab serving Providence, RI. Request an appointment or contact us today to speak with a financial consultant.
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.
Schwab 529 Plan Agent Authorization Form | Charles Schwab
Complete this form to designate an Investment Advisor, individual, or other entity as your agent with limited authority to act on your Schwab 529 Plan Account(s).
Learning Quest Account Owner Change Form | Charles Schwab
Use this form to add or replace a Joint Account Owner on your account. To complete this request, all Account Owners, existing and new must sign in Section 4. A new Account Application is not necessary.
How to Invest in REITs | Charles Schwab
A real estate investment trust (REIT) is a security that offers an opportunity to invest in real estate properties. Learn how to invest in REITs.
Is a High-Yield Maturity Wall Coming? | Charles Schwab
High-yield bond issuers face a wall of debt maturing over the next four years. Learn what a maturity wall could mean for the high-yield bond market.
Investment Expense: What's Tax Deductible? | Charles Schwab
The IRS allows various tax deductions for investment-related expenses, if they're related to taxable investment income. Find out if your expenses qualify.
Use this form to recharacterize contributions made to a Roth IRA or Traditional IRA, or remove an excess Traditional IRA or Roth IRA contribution.
Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.
Schwab Managed Portfolios - Portfolio Diversification | Charles Schwab
Schwab offers professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds. Compare our model portfolios to learn more.