Best Investors Account Sign in

Wajima Rasoul

Schwab Wealth Advisory, Inc.

Atlanta, GA

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-07-10
  • GA RA
    APPROVED
    Since 2025-07-10

Branch Locations

3424 Peachtree Road, Ne, Suite 1750, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Atlanta GA 07/2016 04/2017
Purshe Kaplan Sterling Investments, Inc. Albany NY 08/2018 02/2020
Crescent Wealth Advisory, Llc Atlanta GA 07/2018 06/2025
Unemployed Atlanta GA 04/2017 07/2018
Lion Street Financial, Llc Atlanta GA 02/2020 03/2025
M Holdings Securities, Inc. Portland OR 12/2024 06/2025
Charles Schwab & Co., Inc Atlanta GA 06/2025 Present
Schwab Wealth Advisory, Inc Atlanta GA 06/2025 Present
  • 07/2016 → 04/2017
    Ameriprise Financial Services, Inc.
    Atlanta, GA
  • 08/2018 → 02/2020
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 07/2018 → 06/2025
    Crescent Wealth Advisory, Llc
    Atlanta, GA
  • 04/2017 → 07/2018
    Unemployed
    Atlanta, GA
  • 02/2020 → 03/2025
    Lion Street Financial, Llc
    Atlanta, GA
  • 12/2024 → 06/2025
    M Holdings Securities, Inc.
    Portland, OR
  • 06/2025 → Present
    Charles Schwab & Co., Inc
    Atlanta, GA
  • 06/2025 → Present
    Schwab Wealth Advisory, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-23
  • S66 Uniform Combined State Law Examination
    2013-11-23
Other Names
  • Wajma Rasoul
  • Wajima Rasoul

View on SEC IAPD

Other Firms

LIQUID STRATEGIES, LLC
HB WEALTH
BISON WEALTH, LLC
BRIGHTER INVESTING, PB LLC
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NEWEDGE ADVISORS
EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor