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Caryn N Vaneynde

Charles Schwab & CO., Inc.

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About Caryn N Vaneynde

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.

Firm Information

Caryn Vaneynde is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Caryn Vaneynde’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Caryn N Vaneynde.
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