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Malka Alzayani

Schwab Wealth Advisory, Inc.

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About Malka Alzayani

Malka Alzayani is a financial advisor registered with Schwab Wealth Advisory, Inc. and has over 10 years of experience in the industry. Malka currently holds licenses in Texas and Virginia, and has been approved for registration in 18 states. Malka's previous experience includes working for Fidelity Brokerage Services LLC and NYLIFE Securities LLC. Malka has passed the Series 7TO, SIE, and Series 66 exams. Malka's specialties include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Malka Alzayani is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Malka Alzayani’s Registration & Firm History

CA

04/11/2024 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

VA

07/25/2022 - 03/19/2024

FIDELITY BROKERAGE SERVICES LLC (TYSONS CORNER VA)

MD

10/26/2021 - 07/14/2022

NYLIFE SECURITIES LLC (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 09/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Malka Alzayani.
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