Ryan Halvorsen, financial advisor Woodland Hills CA
83 score

Ryan Halvorsen

CRD Number: 4533150
Current Firm: Charles Schwab & Company, Inc.

Ryan Halvorsen (CRD# 4533150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Woodland Hills, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Woodland Hills, CA Dec 2009 - Current 7
Charles Schwab Bank Woodland Hills, CA Dec 2009 - Current 7
Ubs Financial Services Inc. Tampa, FL Oct 2008 - Dec 2009 1
Citigroup Global Markets Inc. Tampa, FL Oct 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Aug 2002
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Ryan J. Halvorsen
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
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
83

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