Unclaimed
Vijay Amarnath is a financial professional with over 6 years of experience in the financial services industry. Vijay is currently registered with Charles Schwab & Co., Inc. and holds a Series 7, Series 9, and Series 63 license. Prior to joining Charles Schwab & Co., Inc., Vijay was employed by TD Ameritrade, Inc.. Vijay provides financial advice to individuals and businesses and is dedicated to helping clients achieve their financial goals.
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
TX
09/22/2017 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/23/2017 - 09/15/2017
TD AMERITRADE, INC. (FORT WORTH TX)
BC
Issued 07/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Vijay Amarnath is the right advisor for you? Invested Better is here to help.