Unclaimed
Bobak Mirmiran is a registered representative with Charles Schwab & CO., Inc., and is based in Encino, California. Bobak has been in the financial industry since September 24, 2019, and has prior experience with TD Ameritrade, Inc. and AXA Advisors, LLC. Bobak's current registration with Charles Schwab & CO., Inc. began on January 26, 2022.
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
CA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Encino CA)
CA
02/23/2021 - 12/15/2022
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
04/08/2020 - 01/11/2021
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
11/29/2017 - 07/24/2018
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 03/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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