Reyna Ward, AAMS®

VP - Financial Consultant

+1 520-512-5902

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Consultant, Fidelity Investment, 2018-2022
  • Investment Consultant, Charles Schwab, 2016-2018
  • Analyst, Stonegate Capital Advisors, 2015-2016
  • Senior Client Consultant, Charles Schwab, 2007-2014
  • Loan Officer, American General, 2006-2007

Education

  • BBA,Business Administration and Management
  • BA, Minor in Spanish
  • Accredited Asset Management Specialist Designation

Personal interests and affiliations

  • Junior Achievement of Arizona, Volunteer
  • Tumbleweed Center for Youth Development, Volunteer
  • Central Arizona Shelter Services, Volunteer

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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