Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Virendra? Claim Your ProfileVirendra Vijay Kanyal is a financial advisor registered with Charles Schwab & CO., Inc. Virendra has been in the industry since 2004. Virendra is licensed to offer securities advice in California and Texas, and investment advice in California and Texas. Virendra has been registered with Charles Schwab & CO., Inc. since 2007. Prior to that, Virendra was registered with COUNTRYWIDE INVESTMENT SERVICES, INC., WELLS FARGO INVESTMENTS, LLC, SUNAMERICA SECURITIES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Virendra holds Series 7, 9, 10, 66, and SIE licenses and specializes in wrap fee programs and financial planning.
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
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2
CA
01/06/2020 - Present
Charles Schwab & CO., Inc. (Los Altos CA)
CA
07/31/2007 - 08/21/2007
COUNTRYWIDE INVESTMENT SERVICES, INC. (MENLO PARK CA)
CA
08/31/2005 - 07/19/2007
WELLS FARGO INVESTMENTS, LLC (PALO ALTO CA)
AZ
03/10/2005 - 08/19/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
03/11/2004 - 12/07/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/11/2004 - 12/07/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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