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TD Ameritrade Salesforce to Begin Advising on Schwab Products

  • Writer: Joseph K
    Joseph K
  • Feb 1, 2022
  • 1 min read

This week, sales representatives with TD Ameritrade will for the first time be able to start selling Charles Schwab products, a significant step in Schwab’s efforts to integrate its former rival into its operations.


“We’ve been embarking on a project we call dual registration, which is allowing us to dual register our Ameritrade sales staff not just [with] Ameritrade, but also with Schwab,” Jonathan Craig, managing director and head of investor services and marketing, said during the company’s recent business update.





 
 
 

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