Unclaimed
Fnu Chagan is a financial professional with over 2 years of experience in the industry. Fnu is currently registered with Charles Schwab & CO., Inc. and has been with the firm since September 1, 2023. Fnu has also worked with TD Ameritrade, Inc. in the past. Fnu is licensed in 52 states and holds Series 63, Series 7TO and SIE licenses.
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
TX
09/01/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
MO
01/03/2024 - 05/19/2024
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/25/2022 - 09/01/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 04/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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