Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sasho? Claim Your ProfileSasho Smileski is a financial advisor at Charles Schwab & Co., Inc. with over 3 years of experience in the industry. Sasho has a Series 7, Series 66, and SIE licenses. Sasho also has experience working as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sasho is registered with the state of Washington as both a broker-dealer and an investment advisor representative.
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
01/12/2022 - Present
Charles Schwab & CO., Inc. (Lynnwood WA)
WA
08/21/2020 - 01/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
BOTH
Issued 09/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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