Unclaimed
Skylr Zahira is a financial advisor with over 20 years of experience in the industry. Skylr is currently registered with Charles Schwab & Co., Inc. in San Francisco, CA. Before that, Skylr was employed by AIG CAPITAL SERVICES, INC. in Jersey City, NJ; LINSCO/PRIVATE LEDGER CORP. in Fort Mill, SC; ABN AMRO FINANCIAL SERVICES, INC. in Chicago, IL; FIRST UNION SECURITIES, INC. in St. Louis, MO; and TD WATERHOUSE INVESTOR SERVICES, INC. in Omaha, NE. Skylr has a wide range of licenses and certifications, including Series 3, 7, 9, 10, 24, and 63.
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
05/08/2020 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
NJ
03/19/2007 - 04/27/2018
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
SC
07/17/2003 - 09/26/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
07/19/2002 - 06/24/2003
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MO
10/05/2001 - 04/30/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NE
06/03/1999 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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