Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vasilis? Claim Your ProfileVasilis Malo is a financial advisor with Charles Schwab & CO., Inc. located in Santa Barbara, CA. Vasilis has been in the industry since 2018 and has held previous roles at UBS Financial Services Inc. Vasilis is registered to provide securities advice in California and holds Series 7, 7TO, SIE and Series 66 licenses. Vasilis provides financial planning and selection of other advisors 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
10/05/2023 - Present
Charles Schwab & CO., Inc. (Santa Barbara CA)
NJ
03/13/2018 - 06/25/2021
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 12/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Vasilis Malo is the right advisor for you? Invested Better is here to help.
