Unclaimed
Nahid Fatima is an investment advisor representative with Charles Schwab & CO., Inc. Nahid has been in the industry since February 2009. Nahid is registered with the state of Washington as a broker-dealer and investment advisor. Nahid has also been registered with the state of Washington, and 34 other states, as a broker-dealer.
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
WA
10/26/2016 - Present
Charles Schwab & CO., Inc. (Bellevue WA)
IA
Issued 10/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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