Reyna Isabel Ward

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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