Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaseem? Claim Your ProfileKaseem Wisdom is a registered representative with Charles Schwab & CO., Inc. Kaseem has been in the securities industry since August 1, 2017. Previously, Kaseem was registered with TD AMERITRADE, INC. Kaseem holds the Series 66, SIE, and Series 7 licenses. Kaseem is registered with the state of California as an investment advisor representative. Kaseem is also registered with the following states: Alaska, Arizona, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Washington, and Wyoming. Kaseem's current firm, Charles Schwab & CO., Inc., is a large firm with over $50 billion in assets under management. The firm provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Kaseem's employment history includes positions with Scottrade and TD Ameritrade. Kaseem's specializations include Retirement Planning and College Savings Plans.
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
01/26/2022 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
08/02/2017 - 05/19/2024
TD AMERITRADE, INC. (San Diego CA)
BOTH
Issued 08/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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