Diana Reyna, financial advisor Seattle WA
89 score

Diana Reyna

CRD Number: 6154132
Current Firm: Charles Schwab & Company, Inc.

Diana Reyna (CRD# 6154132) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Seattle, WA Feb 2015 - Current 1
Charles Schwab & Company, Inc. Seattle, WA Nov 2014 - Current 2
Chase Private Client Seattle, WA Sep 2014 - Nov 2014 < 1
Charles Schwab & Company, Inc. Phoenix, AZ Jan 2013 - Jul 2014 1
Jc&p Services Phoenix, AZ Mar 2010 - Jan 2013 2
Self Employed Phoenix, AZ Jul 2007 - Mar 2010 2
Arizona State University Phoenix, AZ Jun 2003 - Jul 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Diana G. Reyna
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • WA
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
89
Clean Record
This advisor has a clean track record with regulators.

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