Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sabrina? Claim Your ProfileSabrina Bass is a financial advisor with Charles Schwab & Co., Inc.. Sabrina has been in the industry for 4 years, working at Charles Schwab since 2019. Sabrina holds the Series 7 and 63 licenses and the SIE exam, which she passed in June of 2019. Sabrina has a branch office location 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.
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
1
2
CO
06/26/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 05/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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