Nayeem Qureshi | VP - Financial Consultant
Nayeem Qureshi
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • Series 7, 66 Securities Licenses

Experience

27 years of professional experience
  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Sr. Financial Consultant, TD Ameritrade, 2018-2020
  • Financial Consultant, FSC Securities, 2016-2018
  • Account Executive, Guidance Residential, 2015-2016
  • Financial Consultant, Protected Investors of America, 2014-2016
  • CEO, Global Philanthropy Advisors, 2009-2018

Education

  • Business Administration, Northern Kentucky University
  • Business Administration, University of Cincinnati
  • Advanced Charitable Giving, Cannon Financial Institute
  • Financial Needs Analysis, New England Life

Community & Professional Affiliations

  • Founding Donor, 1947 Partition Archive
  • Charter Member, Organization of Pakistani Entrepreneurs Network, Silicon Valley
  • Founder Cafe' Petrol LLC, 2018

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

(0216-CMZL)

Branch Details
200 California Street,Floor 01
San Francisco,CA 94111-4344
415-263-4386