Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anish? Claim Your ProfileAnish Vaidya is a financial professional with Charles Schwab & CO., Inc. Anish has been in the industry for over a year and is registered with FINRA and the state of California. Anish holds Series 63, Series 7TO, Series 10, and SIE licenses. Anish has extensive experience providing financial advice to clients, including financial planning and portfolio management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
01/25/2023 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
BC
Issued 02/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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