Kiana Kashanian
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Jul 2026 to now
- Charles Schwab Bank, SsbJul 2026 to now
- Fidelity InvestmentsFeb 2023 to Jul 2026
- FedexDec 2022 to Jan 2023
- DomotzApr 2022 to May 2022
- Unity Group Real EstateMar 2021 to Apr 2023
- Intermountain Lift TruckApr 2020 to Mar 2021
- Golden Customer CareSep 2019 to Mar 2020
- Trails Gentlemens ClubJun 2017 to Jun 2019
- Premium Retail ServicesDec 2013 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7703820
- Firm CRD
- 5393