Mary RivasCRD Number: 5129188
Current Firm: Charles Schwab & Company, Inc.
Mary Rivas (CRD# 5129188) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Schaefer Financial Management, Inc.
|Charles Schwab And Company, Inc.||Omaha, NE||Dec 2022 - Current||< 1|
|Driving||Omaha, NE||Jun 2014 - Current||8|
|Mary Rivas Real Estate||Omaha, NE||Apr 2007 - Current||15|
|Td Ameritrade Inc.||Omaha, NE||Sep 2006 - Dec 2022||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2008|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, 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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