Ana Paulino, financial advisor Fort Worth TX

Ana Paulino

CRD Number: 6901294
Current Firm: Charles Schwab & Company, Inc.

Ana Paulino (CRD# 6901294) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Worth, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tdameritrade Southlake, TX Jun 2018 - Current 4
Aerotek Hurst, TX Jan 2018 - Jun 2018 < 1
Unemployed Fort Worth, TX Oct 2017 - Dec 2017 < 1
Portfolio Recovery Associates North Richland Hills, TX Jun 2017 - Sep 2017 < 1
Unemployed Fort Worth, TX Oct 2016 - May 2017 < 1
Xerox, Union Bank Arlington, TX Jan 2016 - Sep 2016 < 1
Unemployment Fort Worth, TX Dec 2015 - Dec 2015 < 1
Dss Research Arlington, TX Aug 2015 - Nov 2015 < 1
Advantage Cable Services Arlington, TX Apr 2015 - Jul 2015 < 1
The Home Depot Fort Worth, TX Jan 2015 - Apr 2015 < 1
Cvs Fort Worth, TX Jun 2014 - Apr 2015 < 1
Mcdonalds Fort Worth, TX May 2013 - Jul 2014 1
Whataburger Fort Worth, TX Jan 2014 - Jun 2014 < 1
Green B Trimble Technical High School Fort Worth, TX Aug 2009 - Jun 2013 3
Sears Roebuck Fort Worth, TX Nov 2012 - Feb 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2018
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Ana J. Paulino
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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