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Sajeda Kermali

Schwab Wealth Advisory, Inc.

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About Sajeda Kermali

Sajeda Kermali is an investment advisor representative with Schwab Wealth Advisory, Inc. She has been in the industry since 2000 and holds a variety of licenses and certifications. Sajeda has a strong background in financial planning and portfolio management, and has experience working with both individual and business clients. Sajeda is dedicated to helping clients achieve their financial goals.

Firm Information

Sajeda Kermali is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Sajeda Kermali’s Registration & Firm History

CA

04/20/2023 - Present

Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)

FL

04/04/2006 - 03/14/2022

CHARLES SCHWAB & CO., INC. (Orlando FL)

TX

07/27/2000 - 07/21/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/20/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sajeda Kermali.
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