Fernanda Ribeiro Heyl

CRD 5003814 · Charles Schwab & Co., Inc. · Westlake, TX

Broker

Also appears in the source record as: Fernanda R Heyl; Fernanda Ribeiro Heyla; Fernanda Ribeiro Moraes

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (5): SIESeries 7Series 24Series 63Series 66
Registered states (1): California
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (4)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Westlake, TX · BC capacity

start not retrieved → present
Td Ameritrade, Inc.
San Diego, CA · BC capacity

Feb 6, 2018 → Jul 26, 2022
National Planning Corporation
San Diego, CA · BC capacity

Aug 24, 2006 → Feb 28, 2007
Ameriprise Financial Services, Inc.
Minneapolis, MN · BC capacity

Nov 2, 2005 → Feb 6, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5003814 ↗ FINRA BrokerCheck record for CRD 5003814 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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