Unclaimed
Gameel Tannous is a financial advisor at Charles Schwab & CO., Inc. Gameel has been working in the financial industry since November 2009. Gameel is licensed to provide investment advice in the state of Texas. Gameel has been registered with Charles Schwab & CO., Inc. since May 2020. Prior to joining Charles Schwab, Gameel was an advisor at USAA Financial Advisors, Inc. and Merrill Lynch. Gameel is a Certified Financial Planner and offers a range of services, including financial planning, asset management, and portfolio management. Gameel's specializations include financial planning and asset 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.
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
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/23/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
AZ
06/02/2010 - 06/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
10/09/2009 - 05/10/2010
B. C. ZIEGLER AND COMPANY (SCOTTSDALE AZ)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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