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Aram Amiryan

Charles Schwab & CO., Inc.

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About Aram Amiryan

Aram Amiryan is an investment advisor representative with Charles Schwab & CO., Inc. Aram has been working in the financial services industry since 2022. Aram has a Series 63, Series 66, and Series 7TO licenses. Aram holds a state registration for California, and has a Uniform Combined State Law Examination certification, and a Uniform Securities Agent State Law Examination certification. Aram is based in Irvine, CA. Aram has previously worked with U.S. BANCORP INVESTMENTS, INC.

Firm Information

Aram Amiryan 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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Aram Amiryan’s Registration & Firm History

CA

07/22/2024 - Present

Charles Schwab & CO., Inc. (Irvine CA)

MN

07/29/2023 - 06/24/2024

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

BOTH

Issued 01/20/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Aram Amiryan.
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