Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Canji? Claim Your ProfileCanji Liang is a registered representative with Charles Schwab & CO., Inc. Canji is registered with the state of California and is also registered as an investment advisor representative in California. Canji has been in the securities industry for over 3 years. Canji has passed the Series 7, Series 63, Series 66, and SIE exams. Canji holds registrations in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Canji also works with Charles Schwab & CO., Inc. to provide financial planning services to clients.
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
CA
05/10/2024 - Present
Charles Schwab & CO., Inc. (San Leandro CA)
BOTH
Issued 05/10/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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