Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naisarg? Claim Your ProfileNaisarg Lakhia is a financial professional with over 17 years of experience in the industry. Naisarg currently works as a Registered Representative at Charles Schwab & CO., Inc. Prior to joining Charles Schwab & CO., Inc., Naisarg worked at CYBERTRADER, INC. Naisarg is licensed to provide securities advice in Texas. Naisarg has passed the Series 63, Series 24, SIE and Series 7 exams. Naisarg specializes in financial planning, portfolio management, and investment advice.
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
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2
TX
01/08/2008 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
06/26/2000 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
BC
Issued 07/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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