Eric Schein (CRD# 7435572) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 2 years of experience in the finance industry. Eric Schein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Austin, TX | Sep 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Austin, TX | Sep 2021 - Current | 2 |
| Unemployed | Austin, TX | Jun 2021 - Sep 2021 | < 1 |
| University Of Texas | Austin, TX | Aug 2018 - May 2021 | 2 |
| Cliff's Check Cashing | Lewisville, TX | Nov 2016 - Mar 2020 | 3 |
| Transamerica | Houston, TX | Jun 2019 - Aug 2019 | < 1 |
| Chow Asian | Plano, TX | Sep 2016 - Mar 2017 | < 1 |
| Hilti | Plano, TX | Jun 2016 - Aug 2016 | < 1 |
| School | Plano, TX | Jan 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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