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Zaki Dajani

Charles Schwab & CO., Inc.

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About Zaki Dajani

Zaki Dajani is a registered representative with Charles Schwab & CO., Inc. in San Luis Obispo, CA. Zaki has been in the industry since 2023. Zaki is a licensed investment advisor representative and holds the Series 66, 7TO, and SIE securities licenses. Zaki works at the San Luis Obispo branch office of Charles Schwab, located at 733 Marsh Street, Suite 100. Zaki is also a cofounder of Prefumo Extracts, a retail business. Zaki has previously worked for OneMain General Services Corp, AutoNation, Wireless Advocates LLC, Market Source, Cuesta College, Olive Grove Charter School, and Charles Schwab Bank, SSB.

Firm Information

Zaki Dajani is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Zaki Dajani’s Registration & Firm History

CA

05/29/2024 - Present

Charles Schwab & CO., Inc. (San Luis Obispo CA)

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Licenses & Designations

BOTH

Issued 05/28/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Zaki Dajani.
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