Unclaimed
Caryn Vaneynde is an investment advisor representative with Charles Schwab & CO., Inc. and has been in the financial industry since 2009. Caryn has a wide range of experience working with individuals and businesses, including experience with Charles Schwab Bank, Fidelity Investments, and Fidelity Personal and Workplace Advisors. Caryn is registered in 53 states and the District of Columbia and holds a Series 7, 9, 10, and 66 license. Caryn’s current registration is with Charles Schwab & CO., Inc. in Arizona and California. Caryn offers a range of financial services, including financial planning, portfolio management, and selection of other advisors. Caryn is a dedicated and experienced professional who is committed to helping her clients achieve their financial goals. In addition to her financial career, Caryn is the owner of The Basin Beard Co., a local beard oil and balm company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
12/11/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
11/08/2010 - 11/20/2019
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
AZ
07/15/2009 - 10/19/2010
WELLS FARGO INVESTMENTS, LLC (GLENDALE AZ)
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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