Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heba? Claim Your ProfileHeba Zedan is a financial advisor at Charles Schwab & CO., Inc. with over 6 years of experience in the industry. Heba holds a Series 7, Series 9, Series 10 and Series 66 license, and is currently registered to provide investment advice in 27 states and the District of Columbia. Heba's expertise includes financial planning and selection of other advisors.
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
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CA
09/29/2022 - Present
Charles Schwab & CO., Inc. (Mission Viejo CA)
CA
12/01/2016 - 12/17/2018
FIDELITY BROKERAGE SERVICES LLC (BREA CA)
BOTH
Issued 02/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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