Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ayesha? Claim Your ProfileAyesha Naseem is a financial advisor who has been in the industry since January 4, 2017. Ayesha is currently registered with Charles Schwab & CO., Inc. and has been with them since September 15, 2021. Previously, Ayesha worked for WELLS FARGO CLEARING SERVICES, LLC, from December 8, 2016 to August 17, 2021. Ayesha holds the Series 66, SIE, and Series 7 licenses. Ayesha's areas of specialization include investment advisory services, financial planning, and selecting other advisors.
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
1
2
WA
09/15/2021 - Present
Charles Schwab & CO., Inc. (Spokane WA)
ID
12/08/2016 - 08/17/2021
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
BOTH
Issued 05/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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