Best Investors Account Sign in

Katrina Antoinette Bell

Charles Schwab & Co., Inc.

San Antonio, TX

Indianapolis, IN

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-23
  • TX RA
    APPROVED
    Since 2020-05-23

Branch Locations

San Antonio, TX • United States

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • 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
Citibank San Antonio TX 08/2013 12/2016
Usaa Financial Advisor Inc San Antonio TX 01/2017 05/2020
Usaa Financial Planning Services San Antonio TX 01/2017 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co, Inc. San Antonio TX 05/2020 Present
  • 08/2013 → 12/2016
    Citibank
    San Antonio, TX
  • 01/2017 → 05/2020
    Usaa Financial Advisor Inc
    San Antonio, TX
  • 01/2017 → 05/2020
    Usaa Financial Planning Services
    San Antonio, TX
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab & Co, Inc.
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-10
S63 Uniform Securities Agent State Law Examination 2014-11-18
  • S66 Uniform Combined State Law Examination
    2017-04-10
  • S63 Uniform Securities Agent State Law Examination
    2014-11-18

View on SEC IAPD

More in San Antonio, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor