Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shakuntala? Claim Your ProfileShakuntala Davi Seodarsan is a Registered Representative with Charles Schwab & Co., Inc. Shakuntala has been in the industry since 2024 and is licensed in Florida. Shakuntala has passed both the General Securities Representative Examination and the Securities Industry Essentials Examination. Shakuntala is located in Orlando, FL and is currently working at the Charles Schwab & Co., Inc. branch located at 1958 Summit Park Dr., Orlando, FL.
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
FL
08/26/2024 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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