Treva Marceyle Ruth Ziemba

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 07/2016 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 07/2016 → Present
  Charles Schwab & Co., Inc
  Phoenix, AZ
• 10/2016 → Present
  Kohl's
  Scottsdale, AZ

Previous Registrations

• 2013-01-31 → 2016-07-28
  Vanguard Advisers, Inc.
  Malvern, PA
  Scottsdale, AZ
• 2004-09-22 → 2007-08-16
  Vanguard Advisers, Inc.
  Malvern, PA

Other Businesses

1) Desert Mountain Boosters | Investment Related:No|12575 Via Linda|Scottsdale|AZ|85260|USA|Nonprofit Charitable Organizations|Secretary|11/17/2016|Less than 20|0|I keep the records of meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-13
• S63 Uniform Securities Agent State Law Examination
  1997-05-07

Designations

• Certified Financial Planner

Other Names

• Marceyle Smith
• Trevamarceyle Moore
• Treva Marceyle R Ziemba
• Trevamarceyle Ruth Ziemba
• Treva Marceyle Ruth Ziemba
• Treva Marceyle Ruth Ziemba