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Schwab Acquisition of TD Ameritrade
Stay informed about the Schwab-TD Ameritrade merger with our latest video featuring David, your trusted financial advisor. David provides an overview of the merger and informs clients about the expected notices from TD Ameritrade regarding the transfer of their accounts to Schwab.
David addresses the timeline for receiving notices from TD Ameritrade about the account transfer process to Schwab. Stay up-to-date with the latest information as David keeps you informed about this important transition.
Subscribe now to receive crucial updates on the Schwab-TD Ameritrade merger and stay connected with David for future videos covering the latest financial news and industry updates.
Video version of this episode available here.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities & Investment Advisory services offered through Assured Advisory Group, LLC., a registered investment adviser. Member FINRA/SIPC. 1141 E. Main St, Suite 215, East Dundee, IL 60118.
Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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By David SchlossbergStay informed about the Schwab-TD Ameritrade merger with our latest video featuring David, your trusted financial advisor. David provides an overview of the merger and informs clients about the expected notices from TD Ameritrade regarding the transfer of their accounts to Schwab.
David addresses the timeline for receiving notices from TD Ameritrade about the account transfer process to Schwab. Stay up-to-date with the latest information as David keeps you informed about this important transition.
Subscribe now to receive crucial updates on the Schwab-TD Ameritrade merger and stay connected with David for future videos covering the latest financial news and industry updates.
Video version of this episode available here.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Securities & Investment Advisory services offered through Assured Advisory Group, LLC., a registered investment adviser. Member FINRA/SIPC. 1141 E. Main St, Suite 215, East Dundee, IL 60118.
Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.