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Susan S Bishara

Schwab Wealth Advisory, Inc.

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About Susan S Bishara

Susan Bishara is an investment advisor representative at Schwab Wealth Advisory, Inc. Susan has been in the industry since 2010 and has experience working with both HSBC Securities (USA) Inc. and AXA Advisors, LLC. Susan is licensed in 53 states and is registered with the Financial Industry Regulatory Authority (FINRA). Susan is a Series 66 and Series 7 licensed professional and holds the SIE exam. She has experience working with various client types including individuals, corporations, and pension and profit-sharing plans. Susan's expertise in financial planning and portfolio management makes her a valuable asset to Schwab Wealth Advisory, Inc.

Firm Information

Susan Bishara is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Susan Bishara’s Registration & Firm History

AZ

12/18/2020 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

NY

01/25/2013 - 12/04/2020

HSBC SECURITIES (USA) INC. (DEPEW NY)

NY

09/06/2010 - 01/14/2013

AXA ADVISORS, LLC (WILLIAMSVILLE NY)

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Licenses & Designations

BOTH

Issued 11/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2010

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 Susan S Bishara.
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