Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Bader is a financial advisor with over 20 years of experience in the industry. Eileen is currently registered with Charles Schwab & CO., Inc., and previously worked for Merrill Lynch, UBS Financial Services Inc. and Morgan Stanley. Eileen is a Series 7, 9, 10, 63 and 65 licensed professional and specializes in financial planning and portfolio management. Eileen has a strong track record of providing clients with personalized financial advice and investment strategies that meet their individual needs.
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
10/04/2021 - Present
Charles Schwab & CO., Inc. (Milpitas CA)
CA
04/23/2020 - 09/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
09/16/2016 - 04/20/2020
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
06/01/2009 - 09/19/2016
MORGAN STANLEY (SAN FRANCISCO CA)
CA
10/12/2000 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 3 - National Commodity Futures Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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