Miriam Kaufman, financial advisor Northbrook IL
93 score

Miriam Kaufman

CRD Number: 3143640
Current Firm: Charles Schwab & Company, Inc.

Miriam Kaufman (CRD# 3143640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Ms Real Estate Holdings LLC Highland Park, IL Jun 2016 - Current < 1
Charles Schwab & Company, Inc. Northbrook, IL Dec 2012 - Current 4
Charles Schwab Bank Northbrook, IL Dec 2012 - Current 4
Morgan Stanley & Company, Incorporated Riverwoods, IL Apr 2007 - Dec 2012 5
Morgan Stanley Smith Barney Riverwoods, IL Jun 2009 - Nov 2012 3
Morgan Stanley Dw Inc. Riverwoods, IL Apr 2002 - Apr 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2000
Contact Info for Miriam E. Kaufman
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IL
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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