Anamika MadanCRD Number: 5279887
Current Firm: Charles Schwab & Company, Inc.
Anamika Madan (CRD# 5279887) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Stamford, CT and has over 10 years of experience in the finance industry. Anamika Madan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Charles Schwab Bank||Stamford, CT||Jan 2013 - Current||4|
|Charles Schwab & Company, Inc.||Stamford, CT||Jan 2013 - Current||4|
|Fidelity Investments||Stamford, CT||Nov 2006 - Jan 2013||6|
|Total Quality Logistics||Milford, OH||May 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 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, 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