Invested Better
Unclaimed

Unclaimed

Unclaimed

Karim Wayne Nalbandy

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Karim? Claim Your Profile

About Karim Wayne Nalbandy

Karim Nalbandy is a financial advisor with Charles Schwab & CO., Inc. in Menlo Park, CA. Karim has been working in the financial services industry since March 10, 2011, and has been a registered representative with FINRA since 2009. Karim holds the Series 7 and Series 66 licenses. Prior to joining Charles Schwab, Karim worked for EDWARD JONES.

Firm Information

Karim Nalbandy 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

other

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Karim Nalbandy’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (Menlo Park CA)

CA

12/18/2009 - 01/04/2011

EDWARD JONES (ANAHEIM CA)

Not sure if Karim Wayne Nalbandy is right for you?

Licenses & Designations

BOTH

Issued 12/31/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Karim Wayne Nalbandy.
Not sure if Karim Wayne Nalbandy is right for you?