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Ismail Serhan Haknasar

Charles Schwab & CO., Inc.

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About Ismail Serhan Haknasar

Ismail Haknasar is a financial advisor at Charles Schwab & CO., Inc. Ismail has been a financial advisor for over five years. Ismail has a Series 7, 63, and 66 license. Ismail is currently registered with the states of Connecticut, Florida, New Jersey, and New York. Ismail specializes in providing financial planning advice and has been working with clients in Greenwich, Connecticut, and the surrounding area.

Firm Information

Ismail Haknasar is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Ismail Haknasar’s Registration & Firm History

CT

05/17/2022 - Present

Charles Schwab & CO., Inc. (Greenwich CT)

NY

02/19/2019 - 09/24/2021

WELLS FARGO CLEARING SERVICES, LLC (CROTON ON HUDSON NY)

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Licenses & Designations

BOTH

Issued 05/13/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/19/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ismail Serhan Haknasar.
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