Zaki Dajani (CRD# 7635705) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Luis Obispo, CA and has 1 year of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | San Luis Obispo, CA | Nov 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | San Luis Obispo, CA | Oct 2022 - Current | 1 |
| Onemain General Services Corp | San Luis Obispo, CA | Mar 2021 - Oct 2022 | 1 |
| California State University | Camarillo, CA | Mar 2021 - Jul 2022 | 1 |
| Cuesta College | San Luis Obispo, CA | Jul 2015 - Dec 2020 | 5 |
| Autonation | Roseville, CA | Sep 2019 - Jun 2020 | < 1 |
| Wireless Advocates LLC | San Luis Obispo, CA | Dec 2018 - Jul 2019 | < 1 |
| Market Source | San Luis Obispo, CA | May 2017 - Dec 2018 | 1 |
| Olive Grove Charter School | San Luis Obispo, CA | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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