Ibrahim A. Bakhit
Professional summary
Ibrahim A Bakhit, who also goes by Abe Alphonse Bakhit II, Ibrahim A Bakhit Ii, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Omaha, Nebraska and CHARLES SCHWAB & CO., INC. located in Omaha, Nebraska.
Ibrahim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ibrahim has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 34, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ibrahim A Bakhit's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2024 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 200 South 108th Ave, Omaha, NE 68154January 26, 2023 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 200 S. 108 Ave, Omaha, NE 68154August 11, 2023 - July 10, 2024
CHARLES SCHWAB & CO., INC.
September 30, 2013 - October 14, 2022
TD AMERITRADE, INC.
September 30, 2013 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
March 1, 2010 - May 19, 2024
TD AMERITRADE, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
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Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035Omaha, NE 68154TRUST BUT VERIFY
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