Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saachi? Claim Your ProfileSaachi Ambika Goel is an investment advisor representative with Charles Schwab & CO., Inc. based in Austin, Texas. Saachi has been in the financial industry for over four years. Previously, Saachi was also an investment advisor representative for Charles Schwab & CO., Inc. Saachi holds the Series 7, Series 9, and Series 66 licenses. Saachi also has experience with financial planning, selection of other advisors, and wrap fee program sponsorship.
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
05/31/2023 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
01/01/2019 - 06/02/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
BOTH
Issued 02/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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