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Namal Kumari herath De silva

Charles Schwab & CO., Inc.

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About Namal Kumari herath De silva

Namal Kumari herath De silva is a registered representative with Charles Schwab & Co., Inc. Namal has been working in the financial industry since 2009. Namal has licenses with the following organizations: FINRA, State of Arizona, State of California, State of Florida, State of Idaho, State of Illinois, State of New York, State of Oregon, State of Utah, State of Washington. Namal has passed the following exams: Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7). Namal is also registered as an investment advisor representative (IAR) in California. Namal is a licensed individual offering investment advice and securities-related products. Namal also owns a rental property and is a caregiver for her father.

Firm Information

Namal De silva 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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Namal De silva’s Registration & Firm History

CA

01/26/2022 - Present

Charles Schwab & CO., Inc. (San Mateo CA)

CA

04/03/2009 - 12/31/2023

TD AMERITRADE, INC. (Campbell CA)

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Licenses & Designations

BOTH

Issued 02/24/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Namal Kumari herath De silva.
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