It's happened! The transition from TD Ameritrade to Charles Schwab is complete. TD Ameritrade as a custodian will cease to exist and all accounts are now accessed on Schwab.
Sierra Pacific Financial Advisors, LLC (SPFA) is hosting a complimentary webinar series geared to help existing clients of TD Ameritrade navigate their new Schwab experience.
Our Schwab partner, Jake Romeo, will be joining us for this webinar. He is an expert and will walk you through the new client experience and answer any questions you may have about the Alliance portal.
Please join us on Wednesday, September 13th at 12:30 PM Pacific time for a Schwab Alliance tutorial.
A replay of this webinar will be available to registrants who can't attend. Register now!
*Note* We recommend logging in 5-10 minutes prior to the session to ensure connectivity.
Jake Romeo is a Project Manager on the Digital Experience & Adoption team at Charles Schwab. Jake joined Schwab in 2019 as part of the Alliance Service team where his primary role was to assist end clients with basic to complex needs but also educate advisors on the end client experience. Through webinars & Schwab events such as IMPACT and SOLUTIONS, Jake has educated advisors and end clients on Schwab's digital tools in an effort to create awareness & efficiency for firms. Jake graduated from the University of Central Florida and has his FINRA SIE.
Date and Time
Wed, Sep 13, 2023
12:30p - 1:30p PST