Shirine Prasad, financial advisor Milpitas CA
93 score

Shirine Prasad

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Milpitas, CA Feb 2014 - Current 2
Charles Schwab & Company, Inc. Milpitas, CA Feb 2014 - Current 2
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
Contact Info for Shirine V. Prasad
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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