Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahab? Claim Your ProfileShahab Khavarani is a financial advisor currently working with Charles Schwab & CO., Inc. Shahab is licensed to offer financial advice in California and Texas. Shahab has been a registered representative for over 25 years, having begun their career in 1997. Prior to working with Charles Schwab & CO., Inc., Shahab worked for BANC OF AMERICA INVESTMENT SERVICES, INC. and BA INVESTMENT SERVICES, INC.. Shahab is licensed to offer financial advice in 21 states. Shahab has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). They are also licensed in the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Shahab Khavarani's firm offers a wide range of financial products and services, including financial planning, portfolio management, and investment advisory services.
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
1
2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Santa Monica 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)
IA
Issued 4/7/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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