Monica Joan Bellner
Investment adviser representative at Charles Schwab & Co., Inc.
17 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
17 years in the industry.
- Charles Schwab Bank, SsbSep 2020 to now
- Charles Schwab & Co., Inc.Jan 2018 to now
- Voya Financial Advisors, Inc.Feb 2016 to Nov 2016
- Spectrum FinancialJan 2013 to Nov 2017
- Self EmployedJun 2010 to Nov 2017
- Beyond Boundaries YogaJan 2010 to Dec 2017
- Corepower YogaJan 2009 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4023093
- Firm CRD
- 5393