Elayna Nolasco

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

• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2017 → 06/2018
  Houzz
  Tempe, AZ
• 09/2016 → 07/2017
  Medix
  Scottsdale, AZ
• 05/2016 → 06/2017
  Mary Kay
  Glendale, AZ

Other Businesses

The BakerE; Baker; START DATE: 10/01/2020; Phoenix, AZ; Create cakes and sweet treats on a per order basis for clients. Wedding cakes, birthday cakes, special events as well as catering for smaller events; Generally less than 20 hours per month; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-15
• S63 Uniform Securities Agent State Law Examination
  2018-10-26

Other Names

• Elayna Hoskyns