Kaija Bruveris, financial advisor Richfield OH
93 score

Kaija Bruveris

CRD Number: 5456067
Current Firm: Charles Schwab & Company, Inc.

Kaija Bruveris (CRD# 5456067) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Balsams Farm Peninsula, OH Oct 2015 - Current 1
Charles Schwab & Co, Inc. Richfield, OH Sep 2009 - Current 7
Happy Critters LLC Twinsburg, OH Feb 2011 - Oct 2015 4
Charles Schwab Bank Lyndhurst, OH Sep 2009 - Feb 2015 5
Axa Advisors, LLC New York, NY May 2009 - Sep 2009 < 1
Unemployed Twinsburg, OH Mar 2009 - May 2009 < 1
Merrill Lynch Hopewell, NJ Nov 2007 - Mar 2009 1
Bank Of America Beachwood, OH Oct 2005 - Nov 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Kaija Bruveris
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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