Ryan Halvorsen, AAMS®, CMFC®, CRPC®

VP - Financial Consultant

+1 818-710-2125

Financial credentials

  • Accredited Asset Management Specialist℠
  • Chartered Mutual Fund Counselor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, UBS Financial Services, 2008-2009
  • Financial Advisor, Morgan Stanley, 2002-2008

Education

  • BA, Psychology, University of Nevada, Las Vegas
  • Minors - Business Law & Accounting

Personal interests and affiliations

  • Conejo Youth Basketball Association, Board of Directors

Standard mailing address:

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

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