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Ana Teper

Charles Schwab & Co., Inc.

Encino, CA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-06
  • CA RA
    APPROVED
    Since 2025-10-06

Branch Locations

16000 Ventura Boulevard Suite 102 & 1105, Encino, CA 91436 • 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
Unemployed Chatsworth CA 05/2016 12/2016
Union Bank Woodland Hills CA 12/2016 05/2019
Unemployed Chatsworth CA 06/2019 02/2020
Axa Advisors, Llc New York NY 02/2020 06/2020
Equitable Advisors, Llc Woodland Hills CA 02/2020 07/2021
Unemployed Los Angeles CA 07/2022 12/2022
Valic Financial Advisors, Inc. Woodland Hills CA 12/2022 09/2025
Fidelity Investments Los Angeles CA 07/2021 07/2022
Agia Houston TX 01/2023 09/2025
Charles Schwab & Co., Inc Encino CA 09/2025 Present
Charles Schwab Bank, Ssb Encino CA 09/2025 Present
  • 05/2016 → 12/2016
    Unemployed
    Chatsworth, CA
  • 12/2016 → 05/2019
    Union Bank
    Woodland Hills, CA
  • 06/2019 → 02/2020
    Unemployed
    Chatsworth, CA
  • 02/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 02/2020 → 07/2021
    Equitable Advisors, Llc
    Woodland Hills, CA
  • 07/2022 → 12/2022
    Unemployed
    Los Angeles, CA
  • 12/2022 → 09/2025
    Valic Financial Advisors, Inc.
    Woodland Hills, CA
  • 07/2021 → 07/2022
    Fidelity Investments
    Los Angeles, CA
  • 01/2023 → 09/2025
    Agia
    Houston, TX
  • 09/2025 → Present
    Charles Schwab & Co., Inc
    Encino, CA
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Encino, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-13
  • S66 Uniform Combined State Law Examination
    2020-07-13
Designations
Other Names
  • Ana Teper
  • Ana Kovnatsky
  • Anna Teper
  • Anna Teper

View on SEC IAPD

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Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

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