Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sana? Claim Your ProfileSana Babaa is a financial advisor with Charles Schwab & Co., Inc. Sana is registered to provide investment advice in 51 states and the District of Columbia. Sana has been in the financial industry for less than a year. Sana's previous role was with Thrivent Investment Management Inc. Prior to that, Sana worked in various roles in the retail and financial sectors. Sana has a Series 66, Series 7 and SIE licenses.
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
05/08/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
09/11/2023 - 01/26/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Allen TX)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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