EPISODE · Aug 30, 2023 · 11 MIN
TD Ameritrade/Charles Schwab Transition FAQ
from Iron Gate Financial Radio · host Brett Pattison
If you are a current client and are dealing with the TD Ameritrade/Charles Schwab Transition, this episode is for you. Brett sits down with our Client Services Director, Katie Sano, and dives into the frequently asked questions regarding the transition and how it affects our clients. Here's to wise investing, Brett Pattison & Katie Sano
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TD Ameritrade/Charles Schwab Transition FAQ
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