06 Sept
SPFA Webinar - Schwab Alliance Tutorial


Thank you for visiting!

Charles Schwab acquired TD Ameritrade and all TD Ameritrade investment accounts. TD Ameritrade will transition to Charles Schwab over labor day weekend 2023. By Tuesday, September 5th TD Ameritrade brokerage accounts will cease to exist and investment accounts will only be accessed via Schwab.

In preparation for this transition, 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. 

We will have our Schwab expert, Jake Romeo, joining us for this webinar. He will walk you through the new client experience and answer any questions about your accounts and the Schwab Alliance portal.

Please join us on Wednesday, September 6th 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.

Featured Speaker

Jake Romeo

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 06, 2023

12:30p - 1:30p PST




Event Registration