Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fayann? Claim Your ProfileFayann Han is a registered investment advisor representative with Schwab Wealth Advisory, Inc., and has been in the industry since March 13, 2022. Fayann has Series 7, Series 66, and Series 9 securities licenses. Fayann previously worked at TD AMERITRADE, INC.
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.
1
2
CA
10/07/2024 - Present
Schwab Wealth Advisory, Inc. (San Francisco CA)
CA
07/20/2022 - 12/31/2023
TD AMERITRADE, INC. (Menlo Park CA)
BOTH
Issued 07/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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