Unclaimed
Hajrudin Rastoder is a registered representative of Schwab Wealth Advisory, Inc. in Westlake, TX. Hajrudin has been in the securities industry since January 11, 2020 and has passed the Series 63, Series 65, Series 7TO, and SIE exams. Before joining Schwab Wealth Advisory, Inc., Hajrudin was a registered representative of WELLS FARGO CLEARING SERVICES, LLC.
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
TX
03/23/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
12/09/2019 - 02/16/2022
WELLS FARGO CLEARING SERVICES, LLC (DALLAS TX)
IA
Issued 01/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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