Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarjoo? Claim Your ProfileSarjoo Patel is a financial advisor with Charles Schwab & Co., Inc. Sarjoo has been in the financial services industry since 2003. Sarjoo has also worked with USAA Financial Advisors, Inc. and USAA Investment Management Company. Sarjoo is registered with the state of Texas. Sarjoo is a Certified Financial Planner.
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
08/10/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
08/07/2018 - 06/16/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/27/2016 - 08/30/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
11/06/2010 - 05/27/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/21/2005 - 01/05/2007
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
10/02/2003 - 06/22/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
NY
12/04/2001 - 09/05/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 12/01/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2022
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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