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To provide customers with the most useful and ethical financial services in the world Founded in 1974 as one of the countrys first discount brokerages The Charles Schwab Corporation through its subsidiaries today provides a broad array of financial services to individual investors independent investment managers retirement plans and institutions The company through its US broker-dealer serves over 6 million active customer accounts both domestically and internationally through a network of over 300 branches offices telephone service centers automated phone services and the Internet Today the company is headed by founder Charles R Schwab Chairman and Co-CEO and David S Pottruck President and Co-CEO Charles Schwab Co Inc is a full-service financial services company offering investment guidance trading and brokerage services and a full range of investment and financial products Schwab is dedicated to helping customers make their own informed financial decisions with confidence Schwab offers a range of investment planning services including registered representatives available via phone day and night online asset allocation and retirement planning tools and more intensive programs like Core and Explore and the Schwab AdvisorSource referral program The Mutual Fund MarketPlace makes available over 3000 funds from more than 350 fund families including 32 SchwabFunds Schwab serves active traders with programs like the Signature Services which offers commission discounts and up-to-date research Schwab provides multi-lingual services for non-English-speaking customers through its Asia Pacific Services Center and its Latin American Center With a presence on all major listed stock exchanges including options markets Schwabs Capital Markets and Trading a division of Charles Schwab Co Inc executes trades participates in IPOs and secondary offerings and provides fixed-income investments Schwab Retirement Plan Services Inc provides retirement planning guidance products record-keeping and administrative services to sponsor companies employees and individuals in 1998 customer assets in retirement plan accounts totaled 20 billion Bibliographynone
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