Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raci? Claim Your ProfileRaci Yigitbas is an investment advisor representative at Schwab Wealth Advisory, Inc. Raci has been in the industry since July 27, 1999 and is licensed in 32 states. Raci is a Chartered Financial Analyst and specializes in providing financial planning and portfolio management services to individuals and businesses. Raci's office is located in Lone Tree, CO.
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.
1
2
CO
01/15/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 03/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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