Unclaimed
Ibrahim Bakhit is an investment advisor representative at Schwab Wealth Advisory, Inc. Ibrahim has been in the industry since 2010. He has Series 3, 7, 34, and 66 licenses. Ibrahim is also registered in 53 states and has expertise in fixed income, options, futures, and mutual funds. Ibrahim is a registered representative of TD Ameritrade, Inc. and Charles Schwab & Co., Inc..
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
NE
06/24/2024 - Present
Schwab Wealth Advisory, Inc. (Omaha NE)
NE
03/01/2010 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/28/2018
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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