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Kayrene Marie Learned

Charles Schwab & Co., Inc.

Westlake, OH

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-08-17
  • OH RA
    APPROVED
    Since 2018-08-17

Branch Locations

2341 Crocker Rd, Westlake, OH 44145 • 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
Jp Morgan Securites Llc Beachwood OH 03/2016 09/2016
Jpmorgan Chase Bank Beachwood OH 03/2016 09/2016
First Federal Of Lakewood Lakewood OH 09/2016 07/2018
Cetera Investment Services Llc St. Cloud MN 09/2016 07/2018
Cetera Investment Advisors Lakewood OH 03/2017 07/2018
Charles Schwab & Co., Inc. Westlake OH 07/2018 Present
Charles Schwab Bank Westlake OH 07/2018 Present
  • 03/2016 → 09/2016
    Jp Morgan Securites Llc
    Beachwood, OH
  • 03/2016 → 09/2016
    Jpmorgan Chase Bank
    Beachwood, OH
  • 09/2016 → 07/2018
    First Federal Of Lakewood
    Lakewood, OH
  • 09/2016 → 07/2018
    Cetera Investment Services Llc
    St. Cloud, MN
  • 03/2017 → 07/2018
    Cetera Investment Advisors
    Lakewood, OH
  • 07/2018 → Present
    Charles Schwab & Co., Inc.
    Westlake, OH
  • 07/2018 → Present
    Charles Schwab Bank
    Westlake, OH
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-03
  • S66 Uniform Combined State Law Examination
    2017-03-03
Other Names
  • Kay Learned
  • Kayrene M Prohaska
  • Kay Prohaska
  • Kayrene Learned
  • Kayrene M Learned

View on SEC IAPD

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Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
RAYMOND JAMES & ASSOCIATES, INC. · WESTLAKE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH

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