Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jigar? Claim Your ProfileJigar Parikh is a financial advisor at Charles Schwab & Co., Inc. in Westlake, TX. Jigar has been in the financial industry since 2002 and has a strong track record of providing clients with personalized investment advice. Jigar is registered with FINRA and the state of Texas. Jigar holds several industry certifications, including the Series 7, Series 10, and Series 66 licenses. Prior to joining Charles Schwab, Jigar has held positions at USAA FINANCIAL ADVISORS, INC., CITIGROUP GLOBAL MARKETS INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, and FIDELITY BROKERAGE SERVICES LLC. Jigar is committed to helping clients achieve their financial goals.
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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2
TX
05/23/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/27/2012 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
09/11/2007 - 12/02/2010
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
07/06/2005 - 05/15/2007
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
IL
09/29/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
07/10/2000 - 09/10/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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