Unclaimed
Galina Sapozhnikov is a financial advisor currently registered with Charles Schwab & Co., Inc. in Campbell, CA. Galina has been in the industry for over 10 years and is also registered as an investment advisor representative in California. Prior to joining Charles Schwab & Co., Inc., Galina was employed by WELLS FARGO INVESTMENTS, LLC in LOS GATOS, CA. Galina holds the Series 66, Series 7, and SIE exams and is registered in 15 states.
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
06/22/2009 - Present
Charles Schwab & CO., Inc. (Campbell CA)
CA
03/16/2007 - 12/01/2008
WELLS FARGO INVESTMENTS, LLC (LOS GATOS CA)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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