Reyna Ward
Vice President, Financial Consultant at Charles Schwab
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
About Reyna Ward
R••••••••@Schwab.com
Experience
VP, Financial Consultant
Oct 2022 — Present · Tucson, AZ, US
VP - Financial Consultant. As a VP Financial Consultant I focus on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning • And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future.
Education
Northern Arizona University
Bachelor of Business Administration (BBA)
2003 — 2006
College for Financial Planning
Accredited Asset Management Specialist (AAMS)
Skills
- Financial Services
- Spanish Translation
- Investment Advisory
- Series 63
- Retirement
- Trading
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Investments
- Equities
- Insurance
- Series 7
- Securities
- Consumer Lending
- Financial Planning
- Mortgage Lending
- Series 65
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