Eric BaytalaCRD Number: 5605296
Current Firm: Charles Schwab & Company, Inc.
Eric Baytala (CRD# 5605296) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lancaster, PA and has over 8 years of experience in the finance industry. Eric Baytala has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Charles Schwab & Company, Inc.||Lancaster, PA||Oct 2014 - Current||3|
|Charles Schwab Bank||Lancaster, PA||Oct 2014 - Current||3|
|Fidelity Brokerage Services LLC||King Of Prussia, PA||Jan 2010 - Oct 2014||4|
|Fortis Clearing Americas LLC||Chicago, IL||Jul 2006 - Oct 2009||3|
|Civic Orchestra||Chicago, IL||Aug 2006 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2009|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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