Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ogert? Claim Your ProfileOgert Kraja is a financial advisor with Charles Schwab & CO., Inc. with over 13 years of experience in the financial industry. Ogert is registered in 53 states as a broker and in 1 state as an Investment Advisor Representative. Ogert has a strong background in financial markets, with experience at TD Ameritrade, Inc., Capital Institutional Services, Inc., and Farmers Financial Solutions, LLC. Ogert is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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
02/10/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
NE
05/21/2021 - 12/22/2021
TD AMERITRADE, INC. (OMAHA NE)
TX
02/12/2018 - 06/26/2018
FARMERS FINANCIAL SOLUTIONS, LLC (SOUTHLAKE TX)
TX
05/16/2016 - 05/09/2017
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
TX
01/04/2013 - 05/12/2016
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
02/09/2011 - 01/03/2013
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/18/2011 - 01/03/2013
TD AMERITRADE CLEARING, INC. (FORT WORTH TX)
TX
12/08/2009 - 01/18/2011
TD AMERITRADE, INC. (FORT WORTH TX)
IA
Issued 01/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 3 - National Commodity Futures Examination
BC
Issued 12/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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