Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlo? Claim Your ProfileCarlo Vahan Peter Tashjian is a financial advisor registered with Schwab Wealth Advisory, Inc.. Carlo has been in the industry since March 1, 2020, and has earned Series 7TO, SIE, 63, and 66 securities licenses. Carlo is registered to provide investment advisory services in 53 states and the District of Columbia. Carlo is located in Lone Tree, Colorado. Schwab Wealth Advisory, Inc. is based in San Francisco, California and has approximately 141,801 clients. The firm offers advisory services including financial planning and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CO
06/10/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 06/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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