Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bavneet? Claim Your ProfileBavneet Makkar is a registered representative with Charles Schwab & CO., Inc., based in Cranberry Township, PA. Bavneet has been in the financial industry since 2022. Bavneet is also a behavioral specialist with Gene Cook Supports, LLC. Bavneet has experience in working with clients with autism to help them grow and progress. Bavneet holds the Series 7TO and Series 66 licenses and the SIE exam.
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
PA
08/05/2024 - Present
Charles Schwab & CO., Inc. (Cranberry Township PA)
PA
12/07/2023 - 01/04/2024
TD AMERITRADE, INC. (Pittsburgh PA)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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