Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bushra tariq? Claim Your ProfileBushra tariq Rumi is a financial advisor with Charles Schwab & Co., Inc. Bushra has been in the industry since March 8, 2018. Bushra is registered with the state of Texas as an Investment Advisor Representative. Bushra is also a Chartered Financial Analyst. Bushra has experience working with TD AMERITRADE, INC. Bushra is dedicated to providing her clients with personalized financial advice and guidance.
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
MA
07/29/2022 - Present
Charles Schwab & CO., Inc. (Boston MA)
TX
04/27/2022 - 08/31/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 07/28/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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