Unclaimed
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.
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
1
2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Menlo Park CA)
CA
12/18/2009 - 01/04/2011
EDWARD JONES (ANAHEIM CA)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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