Masoud Rahimi, financial advisor Pleasanton CA

Masoud Rahimi

CRD Number: 6714409
Current Firm: Charles Schwab & Company, Inc.

Masoud Rahimi (CRD# 6714409) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pleasanton, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Pleasanton, CA Jul 2018 - Current 3
Charles Schwab Bank Ssb Pleasanton, CA Jul 2018 - Current 3
Fidelity Brokerage Services LLC Dublin, CA Apr 2017 - Jul 2018 1
Edward Jones St Louis, MO Oct 2016 - Mar 2017 < 1
Mission Paradise Inc. Hayward, CA Sep 2008 - Oct 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2016
Contact Info for Masoud Rahimi
Phone Number: 415-667-7000
Registered State(s):
  • CA
  • TX
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, 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

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