Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Navreet? Claim Your ProfileNavreet Bath is a financial advisor at Schwab Wealth Advisory, Inc., with over 3 years of experience in the industry. Navreet is registered with the Financial Industry Regulatory Authority (FINRA) and has Series 63, Series 66, and Series 7 licenses. Navreet also holds the Securities Industry Essentials Examination (SIE) license. Navreet is registered to provide investment advice in Arizona and Texas. Navreet specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
BOTH
Issued 12/26/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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