Rachel Louise Wiley

Current Employers

Employment History

• 10/2007 → 05/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 11/2008 → 05/2017
  Usaa Financial Planning Services
  San Antonio, TX
• 08/2017 → 09/2018
  Arvest Wealth Management
  Oklahoma City, OK
• 10/2018 → 12/2020
  Fisher Investments
  Plano, TX
• 03/2021 → 11/2021
  Fidelity Investments
  Jacksonville, FL
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Oklahoma City, OK
• 12/2021 → 05/2022
  Charles Schwab Bank, Ssb
  Oklahoma City, OK
• 05/2022 → 06/2024
  Td Ameritrade, Inc.
  Oklahoma City, OK
• 05/2022 → 06/2024
  Td Ameritrade Investment Management, Llc.
  Oklahoma City, OK
• 07/2024 → Present
  Charles Schwab Bank Ssb
  Oklahoma City, OK

Previous Registrations

• 2022-05-25 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Oklahoma City, OK
• 2022-05-25 → 2022-10-14
  Td Ameritrade, Inc.
  Oklahoma City, OK
  Omaha, NE
• 2021-07-27 → 2021-11-26
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2018-10-16 → 2020-12-21
  Fisher Investments
  Plano, TX
  Plano, TX
  Tampa, FL
• 2017-09-14 → 2018-09-14
  Arvest Wealth Management
  Oklahoma City, OK
  Del City, OK
• 2008-11-26 → 2017-06-29
  Usaa Financial Planning Services
  Addison, TX
  San Antonio, TX
  San Antonio, TX
• 2008-10-13 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-14
• S65 Uniform Investment Adviser Law Examination
  2008-10-08

Other Names

• Rachel Wiley
• Rachel L Wiley
• Rachel L Sauceda
• Rachel Louise Wiley