Charles Schwab

May 2022

David Dudek has been our advisor for many years, and we are constantly grateful for his expertise, diligence and pro-active assistance. We consider him our trusted partner for our financial security now and for the future. He is certainly an asset to the entire Charles Schwab organization and, specifically, the Appleton office.

Oct 2021

Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign.Update: they called me back and worked with me. Thank you Charles schwab

Apr 2021

Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign.Update: they called me back and worked with me. Thank you Charles schwab