Omar Musa Abdelsal Abdelshife

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2009 → 11/2019
  Los Angeles County, Department Of Mental Health
  Los Angeles, CA
• 11/2019 → 11/2020
  Leap Forward
  Saratoga Springs, NY
• 05/2017 → 04/2019
  University Of Southern California
  Los Angeles, CA
• 11/2021 → 02/2022
  El Segundo Unified School District
  El Segundo, CA
• 03/2022 → 08/2022
  West & East Llc
  San Pedro, CA
• 12/2020 → 10/2021
  Unemployed
  Los Angeles, CA
• 08/2025 → Present
  Charles Schwab Bank
  Phoenix, AZ

Other Businesses

1) Purity Resource | Investment Related:No|7755 S Research Dr Suite 120|Tempe|AZ|85284|United States|Other|Freelance|12/19/2023|Varies|0|Excel - Spreadsheet Design

Exams

• S66 Uniform Combined State Law Examination
  2025-08-28
• S63 Uniform Securities Agent State Law Examination
  2022-12-14

Other Names

• Omar Abdelshife
• Omar A. Abdelshife
• Omar M Abdelshife