Meghna PanjabiCRD Number: 6088924
Current Firm: Charles Schwab & Company, Inc.
Meghna Panjabi (CRD# 6088924) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mission Viejo, CA and has over 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Charles Schwab Bank||Mission Viejo, CA||Nov 2017 - Current||< 1|
|Charles Schwab & Company, Inc.||Mission Viejo, CA||Nov 2017 - Current||< 1|
|Jp Morgan Securities LLC||Foothill Ranch, CA||Aug 2016 - Nov 2017||1|
|Jp Morgan Chase Bank||Foothill Ranch, CA||Aug 2016 - Nov 2017||1|
|Morgan Stanley||Long Beach, CA||May 2015 - Aug 2016||1|
|Morgan Stanley Private Bank, National Association||Long Beach, CA||Jan 2015 - Aug 2016||1|
|Morgan Stanley||Irvine, CA||Jan 2014 - Apr 2015||1|
|Wells Fargo Advisors LLC||San Clemente, CA||Jul 2012 - Dec 2013||1|
|Wells Fargo Bank Na||San Clemente, CA||Apr 2011 - Dec 2013||2|
|United Health Group||Santa Ana, CA||Aug 2009 - May 2011||1|
|Consolidebt||Anaheim, CA||Apr 2009 - Aug 2009||< 1|
|Unemployed||Corona, CA||Jan 2009 - Apr 2009||< 1|
|State Farm||Corona, CA||Sep 2008 - Jan 2009||< 1|
|California State University Fullerton||Fullerton, CA||Aug 2006 - Dec 2008||2|
|Farmers||Corona, CA||Feb 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
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, 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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