Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yama? Claim Your ProfileYama Attaie is a registered representative at Charles Schwab & Co., Inc. Yama is also registered in 53 states and the District of Columbia. Yama has been in the securities industry since August 8, 2017. Yama holds Series 3, 7, 34, and 63 licenses as well as the SIE. Yama was previously employed at TD Ameritrade, Inc.
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
NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
08/09/2017 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 08/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2020
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/17/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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