Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waresh? Claim Your ProfileWaresh Aziz is an investment advisor representative at Schwab Wealth Advisory, Inc., licensed in Florida and Texas. Waresh has been in the industry since October 2022 and holds Series 63, 66 and SIE licenses. Previously, Waresh was registered with TD Ameritrade, Inc.. Waresh is a registered investment advisor in Texas and actively registered with the Securities and Exchange Commission in both the broker-dealer and investment advisor capacities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
09/12/2024 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
TX
10/11/2022 - 11/03/2023
TD AMERITRADE, INC. (Westlake TX)
BOTH
Issued 05/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Waresh Aziz is the right advisor for you? Invested Better is here to help.
