Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sahej? Claim Your ProfileSahej Bhasin is a financial advisor with Charles Schwab & Co., Inc. based in Santa Monica, CA. Sahej has been in the industry for over 10 years and has experience with both brokerage and advisory services. Sahej holds a Series 7, Series 66 and SIE licenses. Sahej is currently registered with the state of California and has worked with clients including individuals and businesses.
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
06/03/2024 - Present
Charles Schwab & CO., Inc. (Santa Monica CA)
BOTH
Issued 05/31/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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