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Daysha Jean Balloun

Charles Schwab & CO., Inc.

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About Daysha Jean Balloun

Daysha Jean Balloun is a financial advisor with Charles Schwab & CO., Inc. Daysha has been working in the financial industry since November 2014. Daysha is licensed to offer securities advice in Arizona and California. Prior to joining Charles Schwab, Daysha worked at Ameriprise Financial Services, LLC and Vanguard Marketing Corporation. Daysha has a Series 7, Series 24, Series 63, and Series 66 license. Daysha also holds the Securities Industry Essentials (SIE) designation. Daysha specializes in financial planning and has been with Charles Schwab since 2015.

Firm Information

Daysha Balloun 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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Daysha Balloun’s Registration & Firm History

TX

04/06/2022 - Present

Charles Schwab & CO., Inc. (Westlake TX)

AZ

05/05/2021 - 03/11/2022

AMERIPRISE FINANCIAL SERVICES, LLC (SCOTTSDALE AZ)

AZ

12/13/2017 - 05/25/2021

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

AZ

09/13/2006 - 10/22/2009

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 09/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2017

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 Daysha Jean Balloun.
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