RIAs impacted by Schwabitrade 🤝 Altruist
December 9, 2022
Watch Jason Wenk, Altruist’s CEO, Michelle Shotts, Altruist’s VP of Customer Success Support, and Christine Miller, Altruist’s Regional Director, as they host an open, honest conversation dedicated to answering questions from advisors staring down the impending Schwabitrade transition.
Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products are provided by Altruist Financial LLC, a member of FINRA/SIPC. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. Clearing and custodying of all securities are provided by Apex Clearing Corporation.
© 2022 Altruist Corp
3030 S La Cienega Blvd Culver City, CA 90232