Wajima Rasoul
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab & Co., IncJun 2025 to now
- M Holdings Securities, Inc.Dec 2024 to Jun 2025
- Lion Street Financial, LLCFeb 2020 to Mar 2025
- Purshe Kaplan Sterling Investments, Inc.Aug 2018 to Feb 2020
- Crescent Wealth Advisory, LLCJul 2018 to Jun 2025
- UnemployedApr 2017 to Jul 2018
- Ameriprise Financial Services, Inc.Jul 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (GA).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5025518
- Firm CRD
- 159035