Raha Yassini

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

• 09/2016 → 05/2018
  Jpmorgan Chase Bank
  Cupertino, CA
• 06/2016 → 05/2018
  Nordstrom
  Palo Alto, CA
• 09/2016 → 05/2018
  Jpmorgan Securities Llc
  Cupertino, CA
• 06/2018 → 03/2021
  Wells Fargo Bank, Na
  Belmont, CA
• 06/2018 → 03/2021
  Wells Fargo Clearing Services, Llc
  Belmont, CA
• 03/2021 → 03/2023
  Front Financial Inc.
  San Francisco, CA
• 03/2023 → Present
  Charles Schwab & Co., Inc.
  Miami, FL

Previous Registrations

• 2022-09-06 → 2022-12-31
  Front
  San Carlos, CA
  San Francisco, CA
• 2020-12-10 → 2021-03-25
  Wells Fargo Clearing Services, Llc
  San Mateo, CA
  Palo Alto, CA
  Palo Alto, CA
  Belmont, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-07-28
• S66 Uniform Combined State Law Examination
  2020-12-10