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• Michael D. Continelli | Financial Consultant in PA | Charles Schwab

  Michael D. Continelli is a Financial Consultant at Charles Schwab serving Wayne, PA. Request an appointment or contact us today to speak with a financial consultant.

• Jonathan Rodriguez | Financial Consultant in TX | Charles Schwab

  Jonathan Rodriguez is a Financial Consultant at Charles Schwab serving The Woodlands, TX. Request an appointment or contact us today to speak with a financial consultant.

• Why Buy a Mutual Fund | Charles Schwab

  Since their emergence nearly a century ago, mutual funds have proven to be a popular investment vehicle.

• Michael Davis | Financial Consultant in CA | Charles Schwab

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

• Margaret Fuller | Financial Consultant in AZ | Charles Schwab

  Margaret Fuller is a Financial Consultant at Charles Schwab serving Phoenix, AZ. Request an appointment or contact us today to speak with a financial consultant.

• Robert L. Swanbeck | Financial Consultant in CA | Charles Schwab

  Robert L. Swanbeck is a Financial Consultant at Charles Schwab serving Fresno, CA. Request an appointment or contact us today to speak with a financial consultant.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• Christopher A. Bygrave | Financial Consultant in NY | Charles Schwab

  Christopher A. Bygrave is a Financial Consultant at Charles Schwab serving New York City, NY. Request an appointment or contact us today to speak with a financial consultant.

• Trader Tax: 8949 & Section 1256 Contracts | Charles Schwab

  Traders have special tax considerations, including Form 8949 and Section 1256 contracts. Discover a few tips for tackling the extra filing.

• Schwab One® Custodial Beneficiary Conversion Account Application | Charles Schwab

  Use this form to convert a Schwab brokerage account with Custodial (UGMA or UTMA) registration to a Schwab One brokerage account once you have reached the age at which your custodial relationship ends according to your state law.