Meshal Waqar
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Meshal Waqar is an investment adviser representative with Charles Schwab & Co., Inc. in Seattle, WA, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Cetera Investment Advisers LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
28 states and territories
Alaska, Arizona, California, Colorado, Connecticut, Florida, Hawaii, Idaho, Illinois, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Washington, West Virginia, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Senior Financial Advisors Inc.Sep 2023 – Dec 2025Bellevue, WA
- Cetera Wealth Services, LLCJul 2024 – Jun 2025Bellevue, WA
- Maples Fund ServicesAug 2017 – Jul 2018Montreal
- Full Time EducationAug 2015 – Jul 2017Montreal
- HomemakerJul 2018 – Sep 2023Lynnwood, WA
- Cetera Advisor Networks LLCSep 2023 – Jun 2025Bellevue, WA
- Cetera Investment Advisers LLCMar 2025 – Jun 2025Bellevue, WA
- Raymond James Financial Services Inc.Jun 2025 – Dec 2025Bellevue, WA
- Raymond James Financial Services Advisors Inc.Jun 2025 – Dec 2025Bellevue, WA
- Charles Schwab & Co., Inc.Jan 2026 – no end date reportedSeattle, WA
- Charles Schwab Bank, SSBJan 2026 – no end date reportedSeattle, WA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Seattle, WA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meshal Waqar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched