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Nadi Beciri

Charles Schwab & CO., Inc.

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About Nadi Beciri

Nadi Beciri is a financial advisor with Charles Schwab & CO., Inc. in Paramus, NJ. Nadi has been in the industry since March 5, 2020. Nadi has Series 7TO, SIE and Series 66 licenses and is registered in seven states. Nadi's previous experience includes time with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Bank of America, N.A.. Nadi is able to offer advisory services such as financial planning, selection of other advisers, and wrap fee program sponsor and financial planning advisor referral program. Nadi has a specialization in financial planning.

Firm Information

Nadi Beciri 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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other

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

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Nadi Beciri’s Registration & Firm History

NJ

05/20/2021 - Present

Charles Schwab & CO., Inc. (Paramus NJ)

NJ

11/04/2019 - 01/15/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

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Licenses & Designations

BOTH

Issued 12/07/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Nadi Beciri.
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