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Shahab Anthony Khavarani

Charles Schwab & CO., Inc.

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About Shahab Anthony Khavarani

Shahab Khavarani is a financial advisor at Charles Schwab & Co., Inc. Shahab has been in the financial industry since 1997. Shahab has a Series 7, Series 63, and Series 65 licenses. Shahab is registered to provide investment advice in 21 states and is also licensed to provide financial planning services. In addition to working at Charles Schwab & Co., Inc., Shahab provides In-Home Supportive Services in Santa Monica, CA.

Firm Information

Shahab Khavarani is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Shahab Khavarani’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (Los Angeles CA)

MA

07/12/1999 - 07/07/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

06/03/1998 - 07/12/1999

BA INVESTMENT SERVICES, INC. (OAKLAND CA)

NJ

02/27/1997 - 03/23/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 04/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/13/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1997

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 Shahab Anthony Khavarani.
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