Best Investors Account Sign in

Lidija Gjorgjievska

Schwab Wealth Advisory, Inc.

Chicago, IL

Claim This Profile
Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-04
IL RA APPROVED 2021-03-16
  • TX RA
    APPROVED
    Since 2022-01-04
  • IL RA
    APPROVED
    Since 2021-03-16

Branch Locations

100 S. Wacker Dr. Suite 220, Chicago, IL 60606 • 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
Td Ameritrade, Inc. Chicago IL 08/2014 01/2018
Charles Schwab & Co., Inc. Schaumburg IL 01/2018 Present
Charles Schwab Bank Schaumburg IL 01/2018 03/2021
Corepower Yoga Chicago IL 04/2015 04/2017
Schwab Wealth Advisory Inc Chicago IL 03/2021 Present
  • 08/2014 → 01/2018
    Td Ameritrade, Inc.
    Chicago, IL
  • 01/2018 → Present
    Charles Schwab & Co., Inc.
    Schaumburg, IL
  • 01/2018 → 03/2021
    Charles Schwab Bank
    Schaumburg, IL
  • 04/2015 → 04/2017
    Corepower Yoga
    Chicago, IL
  • 03/2021 → Present
    Schwab Wealth Advisory Inc
    Chicago, IL
Previous Registrations
  • 2014-08-18 → 2018-01-18
    Td Ameritrade, Inc.
    Chicago, IL
    Oak Brook, IL
  • 2014-08-18 → 2018-01-18
    Td Ameritrade Investment Management, Llc
    Chicago, IL
    Oak Brook, IL
  • 2013-12-09 → 2014-08-04
    Northwestern Mutual Investment Services, Llc
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-07
  • S66 Uniform Combined State Law Examination
    2013-12-07
Designations

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor