Best Investors Account Sign in

Chandrani Ghosh

Charles Schwab & Co., Inc.

Cary, NC

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-29
  • NC RA
    APPROVED
    Since 2025-04-29

Branch Locations

223 Weston Parkway, Cary, NC 27513 • 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
The Goddard School Cary NC 10/2021 04/2022
Fifth Third Bank, N.A Cary NC 04/2022 10/2023
Homemaker Morrisville NC 03/2020 09/2021
Homemaker Morrisville NC 04/2019 04/2020
Homemaker Morrisville NC 04/2018 04/2019
Homemaker Morrisville NC 04/2017 04/2018
Homemaker Morrisville NC 04/2016 04/2017
Charles Schwab & Co., Inc. Cary NC 10/2023 Present
  • 10/2021 → 04/2022
    The Goddard School
    Cary, NC
  • 04/2022 → 10/2023
    Fifth Third Bank, N.A
    Cary, NC
  • 03/2020 → 09/2021
    Homemaker
    Morrisville, NC
  • 04/2019 → 04/2020
    Homemaker
    Morrisville, NC
  • 04/2018 → 04/2019
    Homemaker
    Morrisville, NC
  • 04/2017 → 04/2018
    Homemaker
    Morrisville, NC
  • 04/2016 → 04/2017
    Homemaker
    Morrisville, NC
  • 10/2023 → Present
    Charles Schwab & Co., Inc.
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-29
  • S66 Uniform Combined State Law Examination
    2025-04-29

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor