Shady Mansour, financial advisor Woodbury MN

Shady Mansour

CRD Number: 6988127
Current Firm: Charles Schwab & Company, Inc.

Shady Mansour (CRD# 6988127) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodbury, MN and has over 5 years of experience in the finance industry.

Similar Advisors
Kristi Andersen, financial advisor Woodbury MN
Kristi L. Andersen
CRD# 1682050
Osaic Wealth, Inc.
Similar Advisors
Eric Aanes, financial advisor Woodbury MN
Eric M. Aanes
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Similar Advisors
Alexis Abanto-Wolf, financial advisor Woodbury MN
Alexis G. Abanto-Wolf
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name Location Dates Years
Charles Schwab & Company, Inc. St Paul, MN Jul 2018 - Current 6
Charles Schwab Bank St Paul, MN Jul 2018 - Current 6
Us Bank Minneapolis, MN Nov 2016 - Jul 2018 1
Honest Brokerage And Book Keeping New Maadi, Cairo, Nov 2006 - Nov 2016 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
S63 Uniform Securities State Law Examination Feb 2019
Contact Info for Shady M. Mansour
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, AZ, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.