Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsega? Claim Your ProfileTsega Mehary is a financial professional with over 28 years of experience in the industry. Tsega has been registered with Charles Schwab & Co., Inc. since October 2022 and was previously registered with TD Ameritrade, Inc. Tsega holds the Series 4, 7, 24, 63 and 65 licenses and the SIE exam. Tsega specializes in Portfolio Management for Individuals and Financial Planning. Tsega Mehary is affiliated with Charles Schwab & Co., Inc. which offers a wide range of financial services including financial planning and advisory services.
SAN DIEGO, CA
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
10/04/2022 - Present
Charles Schwab & CO., Inc. (SAN DIEGO CA)
CA
06/01/1998 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
10/10/2012 - 01/29/2021
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NA
05/30/1996 - 06/01/1998
JACK WHITE & COMPANY, INC.
CA
06/22/1994 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IA
Issued 3/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/1/2015
Series 4 - Registered Options Principal Examination
BC
Issued 8/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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