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Mark Steven Ritvalski

Charles Schwab & CO., Inc.

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About Mark Steven Ritvalski

Mark Ritvalski has been in the financial industry since 2014. Mark is currently a Registered Representative with Charles Schwab & Co., Inc., in Westlake, Texas. Mark's previous experience includes roles at Capital One Investing, LLC, Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Mark Ritvalski 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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Mark Ritvalski’s Registration & Firm History

TX

10/16/2017 - Present

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

VA

10/28/2016 - 10/11/2017

CAPITAL ONE INVESTING, LLC (MCLEAN VA)

TX

09/15/2015 - 10/31/2016

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

01/02/2015 - 08/25/2015

J.P. MORGAN SECURITIES LLC (FARMERS BRANCH TX)

TX

10/07/2014 - 11/19/2014

CHESTNUT EXPLORATION PARTNERS, INC. (RICHARDSON TX)

TX

07/17/2014 - 10/07/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/25/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2014

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 Mark Steven Ritvalski.
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