Best Investors Account Sign in

Wendi B. Devan-Glovna

Charles Schwab & Co., Inc.

Richfield, OH

CRD 3211950

Claim This Profile
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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2000-10-10
  • OH RA
    APPROVED
    Since 2000-10-10

Branch Locations

4150 Kinross Lakes Pkwy, Richfield, OH 44286 • 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
Charles Schwab & Co., Inc. Cleveland OH 11/1998 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-15
S63 Uniform Securities Agent State Law Examination 1999-06-04
  • S66 Uniform Combined State Law Examination
    2003-10-15
  • S63 Uniform Securities Agent State Law Examination
    1999-06-04
Other Names
  • Wendi Devan
  • Wendi B Devan
  • Wendi Devan Glovna
  • Wendi Devan Devan Glovna

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
EDWARD JONES

Nearby Investors

Holly L Rounds
GEORGE MCELROY AUSSEM
Kurt U Shore

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
SCHWAB WEALTH ADVISORY, INC. · Richfield, OH
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC · Richfield, OH

More in Richfield, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor