Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadhvi? Claim Your ProfileSadhvi Verma is a financial professional with over two years of experience in the industry. Sadhvi Verma is currently registered with Charles Schwab & Co., Inc. in Lynnwood, Washington and has previously worked at WELLS FARGO CLEARING SERVICES, LLC in Woodinville, Washington. Sadhvi Verma holds the Series 63, Series 6TO, and SIE licenses. Sadhvi Verma is a financial advisor specializing in financial planning and portfolio management for individual clients and acts as a referral source for financial planning services.
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
WA
02/27/2024 - Present
Charles Schwab & CO., Inc. (Lynnwood WA)
WA
08/03/2022 - 12/06/2023
WELLS FARGO CLEARING SERVICES, LLC (WOODINVILLE WA)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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