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Reyna Isabel Ward

Charles Schwab & Co., Inc.

Tucson, AZ

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-05-30
CA RA APPROVED 2022-11-10
TX RA APPROVED 2022-11-10
  • AZ RA
    APPROVED
    Since 2023-05-30
  • CA RA
    APPROVED
    Since 2022-11-10
  • TX RA
    APPROVED
    Since 2022-11-10

Branch Locations

6401 North Campbell Ave, Tucson, AZ 85718 • 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
Charles Schwab Bank Tucson AZ 06/2016 08/2018
Charles Schwab & Co, Inc. Tucson AZ 06/2016 08/2018
Fidelity Brokerage Services Llc Tucson AZ 08/2018 09/2022
Charles Schwab & Co., Inc. Tucson AZ 10/2022 Present
Charles Schwab Bank, Ssb Tucson AZ 10/2022 Present
  • 06/2016 → 08/2018
    Charles Schwab Bank
    Tucson, AZ
  • 06/2016 → 08/2018
    Charles Schwab & Co, Inc.
    Tucson, AZ
  • 08/2018 → 09/2022
    Fidelity Brokerage Services Llc
    Tucson, AZ
  • 10/2022 → Present
    Charles Schwab & Co., Inc.
    Tucson, AZ
  • 10/2022 → Present
    Charles Schwab Bank, Ssb
    Tucson, AZ
Previous Registrations
  • 2018-09-12 → 2022-09-08
    Fidelity Personal And Workplace Advisors
    Tucson, AZ
  • 2016-06-21 → 2018-08-02
    Charles Schwab & Co., Inc.
    Tucson, AZ
Other Businesses

1) Monat | Investment Related:No|Other|Market Partner|11/15/2019|Less than 20|0|I promote a global beauty brand - haircare- skincare- wellness products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-01
S63 Uniform Securities Agent State Law Examination 2009-05-15
  • S65 Uniform Investment Adviser Law Examination
    2016-02-01
  • S63 Uniform Securities Agent State Law Examination
    2009-05-15
Other Names
  • Reyna Isabel Ochoa
  • Reyna I Ward
  • Reyna Isabel Ward
  • Reyna Isabel Ochoa Andrade

View on SEC IAPD

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Other Offices

IRONWOOD FINANCIAL, LLC · TUCSON, AZ
IRONWOOD FINANCIAL, LLC · TUCSON, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TUCSON, AZ
WELLS FARGO CLEARING SERVICES, LLC · TUCSON, AZ
ALLSTATE FINANCIAL ADVISORS, LLC · Tucson, AZ
AIO FINANCIAL, LLC · TUCSON, AZ
EDWARD JONES · TUCSON, AZ
FINANCIAL DIRECTIONS LLC · TUCSON, AZ

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