Grace Rene Stinson
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Grace Rene Stinson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab Bank, SsbAug 2026 to now
- Charles Schwab & Co., Inc.Nov 2023 to now
- TD Ameritrade, Inc.Mar 2020 to Nov 2023
- Smu Economics DepartmentAug 2019 to Dec 2019
- AnthropologieMay 2019 to Oct 2019
- Pace Equity - Crown RealtyFeb 2019 to Aug 2019
- Banana RepublicMay 2018 to Aug 2018
- Southern Methodist UniversityAug 2017 to Dec 2019
- University of North TexasAug 2016 to May 2017
- Lucy VossNov 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7237762
- Firm CRD
- 5393