Shirine PrasadCRD Number: 5613658
Current Firm: Charles Schwab & Company, Inc.
Shirine Prasad (CRD# 5613658) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Milpitas, CA and has over 9 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Charles Schwab Bank||Milpitas, CA||Feb 2014 - Current||4|
|Charles Schwab & Company, Inc.||Milpitas, CA||Feb 2014 - Current||4|
|Wells Fargo Advisors LLC||Mountain View, CA||Jan 2011 - Feb 2014||3|
|Wells Fargo Bank Na||Mountain View, CA||Apr 2006 - Feb 2014||7|
|Wells Fargo Investments, LLC||Mountain View, CA||Oct 2008 - Jan 2011||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2009|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY