Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reyna? Claim Your ProfileReyna Isabel Ward is a financial advisor with over 13 years of experience in the industry. Reyna is currently registered with Charles Schwab & CO., Inc. in Arizona, California, and Texas. Prior to joining Charles Schwab, Reyna was a registered representative with Fidelity Brokerage Services LLC, Crown Capital Securities, L.P., and Scottrade, Inc. Reyna holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Reyna is a financial planning specialist who works with individuals, families, and businesses to develop financial plans, and provide investment advice. Reyna also provides advice on selecting other advisors as needed.
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
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2
AZ
11/10/2022 - Present
Charles Schwab & CO., Inc. (Tucson AZ)
AZ
08/24/2018 - 09/07/2022
FIDELITY BROKERAGE SERVICES LLC (TUCSON AZ)
AZ
06/21/2016 - 08/02/2018
CHARLES SCHWAB & CO., INC. (Tucson AZ)
AZ
09/08/2015 - 06/06/2016
CROWN CAPITAL SECURITIES, L.P. (SCOTTSDALE AZ)
AZ
06/04/2015 - 07/02/2015
SCOTTRADE, INC. (PHOENIX AZ)
AZ
02/11/2009 - 01/14/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 02/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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