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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.

• Data Rights Request Form | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Schwab Custodial IRA Account Reregistration Application | Charles Schwab

  Use this form to reregister a Schwab IRA account with Custodial (UGMA or UTMA) registration to a Schwab IRA account once you have reached the age at which your custodial relationship ends according to your state law. Or use this form to reregister a Schwab Minor Inherited IRA account to an Inherited IRA account.

• Education Savings Account | Charles Schwab

  An Education Savings Account can supplement a 529 College Savings Plan and help you pay for education expenses from kindergarten through college.

• Why Trade Stocks at Schwab | Charles Schwab

  Our industry-leading trading platforms and research can help your stock trading, no matter your experience level.

• Estate Planning Taxes | Charles Schwab

  See four things you can do now to preserve more of your assets for your heirs in the future.

• Limitations and Conflicts | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• Consolidate Accounts - Asset Transfer | Charles Schwab

  Learn about the benefits of transferring accounts from multiple firms to one. Simplify your finances with convenience, tax benefits and lower costs.

• Using Bond Ladders for Income | Charles Schwab

  Bond ladders can help investors earn current income and have the flexibility to reinvest in higher-yielding bonds if interest rates rise.

• Stay the Course When Markets Turn Turbulent | Charles Schwab

  Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.