Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reza? Claim Your ProfileReza Abcari is a financial advisor with over 20 years of experience in the financial services industry. Reza is registered with Charles Schwab & CO., Inc. in California and specializes in financial planning. Reza has a diverse background and has previously held positions with AXA Advisors, LLC and Charles Schwab & Co., Inc.. Reza holds Series 7, 9, 10, 24, 63, 65, and 66 securities licenses and is also a Certified Financial Planner. Reza is dedicated to providing personalized financial advice to individuals and families.
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
CA
11/07/2019 - Present
Charles Schwab & CO., Inc. (Oakland CA)
CA
07/01/2019 - 09/26/2019
AXA ADVISORS, LLC (SAN FRANCISCO CA)
CA
03/06/2003 - 08/24/2015
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
TX
02/16/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/08/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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