Unclaimed
Hamza Almushaiti is a financial professional registered with Charles Schwab & Co., Inc. Hamza is located in Orlando, Florida and has been in the financial services industry for over 20 years. Hamza is registered to provide securities and investment advice in 51 states. Hamza has passed the Series 7, Series 63 and SIE exams. Hamza has a broad range of experience and specializes in financial planning, selection of other advisors and wrap fee programs.
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
FL
07/22/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 08/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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