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Ana Sofia Peresandi

Charles Schwab & CO., Inc.

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About Ana Sofia Peresandi

Ana Sofia Peresandi is a registered representative with Charles Schwab & CO., Inc. Ana has been in the securities industry for over a year. Ana is registered in 51 states and the District of Columbia for both securities and investment advisory services. Ana is also registered in California for investment advisory services. Ana holds the Series 7TO, SIE, and Series 66 licenses. Ana is a financial planner and a wrap fee program sponsor. Ana provides financial planning services and refers clients to other advisors.

Firm Information

Ana Peresandi is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ana Peresandi’s Registration & Firm History

CA

12/16/2022 - Present

Charles Schwab & CO., Inc. (Beverly Hills CA)

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Licenses & Designations

BOTH

Issued 12/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ana Sofia Peresandi.
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