Alyssa Olivas Najar

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 → 06/2022
  Modern Woodmen Of America
  Rock Island, IL
• 08/2016 → 06/2018
  Houston Independent School District
  Houston, TX
• 06/2017 → 07/2019
  La Fitness
  Houston, TX
• 07/2018 → 06/2022
  Mwa Financial Services Inc
  Rock Island, IL
• 08/2018 → 02/2019
  Sat
  Houston, TX
• 05/2021 → 04/2022
  Temple College
  Temple, TX
• 06/2022 → Present
  Charles Schwab & Co., Inc.
  El Paso, TX
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  El Paso, TX
• 11/2023 → Present
  Charles Schwab Premier Bank
  El Paso, TX
• 11/2023 → Present
  Charles Schwab Trust Bank
  El Paso, TX

Previous Registrations

• 2020-03-13 → 2022-06-10
  Mwa Financial Services Inc.
  Katy, TX
  Spring, TX
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-30
• S63 Uniform Securities Agent State Law Examination
  2018-08-05

Other Names

• Alyssa Katherine Olivas