This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value
25 W Cedar St #140, Ste 140, Pensacola, FL, 32502, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 8:30 a.m. to 5:00 p.m. | |
Tue | 8:30 a.m. to 5:00 p.m. | |
Wed | 8:30 a.m. to 5:00 p.m. | |
Thu | 8:30 a.m. to 5:00 p.m. | |
Fri | 8:30 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
I've always been active with my investing and had no problems with the transition from TD Ameritrade. I like the CS website for research and investing and have been active with it. I did get an appointment with the local rep in Pensacola, FL to discuss a possible transfer of a large annuity to CS and was transferred to an annuity specialist who advised me to keep this annuity. It appeared to me that they're not staffed to accommodate smaller accounts, with one-on-one personal meetings. The guy behind me had a multimillion-do... read more
I don’t like the transition from a great company (TDAmeritrade ) to Schwab! Had I wanted an account with Schwab I would have gone there!
I don’t like the transition from a great company (TDAmeritrade ) to Schwab! Had I wanted an account with Schwab I would have gone there!
If you need help with account service, you will be disappointed. Local advisors are for accounts that they collect fees off, not for account services.
Never go with this financial institution. I got transfer from TDAMERITRADE. When I created user and password, I took note. My note is still there, but nothing is correct. I called to schedule an appointment near my location, but I still have to wait for them to call me back to schedule for me. What is the hell of this service? Definitely, will find the best time to transfer my account investment to another financial institution
Charles Schwab has a 1.8 star rating with 12 reviews.
Charles Schwab is open now. It will close at 5:00 p.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com