Schwab Global Account | charles schwab international
AtCharlesSchwabIamaglobalinvestingspecialist.Myjobingeneralistohelpclientsnavigatetheforeignmarkets. Weworkwithanysortofclienthereattheglobaldesk.Werejustheretohelptheminachievingtheirfinancialgoals.So,IworkedwithaclientwhohadbeenreadingaprettyprestigiousnewspaperandhedreadaboutsomesecuritiesthattradeinHongKong,AustraliaandCanada.Hehadgoneonlineandhetriedtosearchforthesecompaniesandhewashavingsomedifficulty.Sohecalledinasking,"HowdoIlearnmoreaboutthesecompanies?"Wewereabletousetheresour...
At Charles Schwab I am a global investing specialist. My job in general is to help clients navigate the foreign markets. We work with any sort of client here at the global desk. Were just here to help them in achieving their financial goals.
So, I worked with a client who had been reading a pretty prestigious newspaper and hed read about some securities that trade in Hong Kong, Australia and Canada. He had gone online and he tried to search for these companies and he was having some difficulty. So he called in asking, "How do I learn more about these companies?" We were able to use the resources on Schwab.com to actually find the Schwab equity rating reports. So I was able to take the time to review each individual report with him to make sure he understood what he was buying. We looked at three stocks he wanted to purchase. We reviewed the analyst ratings and the client called back and he wanted to make the trades. What we looked up was the liquid...