Anastasia Bergevin (CRD# 5629703) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Henderson, NV and has over 14 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Henderson, NV | Aug 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Henderson, NV | Aug 2021 - Current | 2 |
| Unemployed | Las Vegas, NV | Apr 2020 - Jul 2021 | 1 |
| Rbc Capital Markets, LLC | Las Vegas, NV | Aug 2017 - Apr 2020 | 2 |
| Bank Of America, N.a. | Las Vegas, NV | Mar 2017 - Aug 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Las Vegas, NV | Sep 2015 - Aug 2017 | 1 |
| Tmfs - Las Vegas | Las Vegas, NV | Jul 2015 - Sep 2015 | < 1 |
| Unemployed | Seattle, WA | Dec 2014 - Jun 2015 | < 1 |
| Scottrade, Inc. | Las Vegas, NV | Jan 2009 - Nov 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NV
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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