Tana Moayad Mossa
Investment adviser representative at Charles Schwab & Co., Inc.
22 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
22 years in the industry.
- Charles Schwab Bank, SsbJul 2022 to now
- Charles Schwab & Co., Inc.Jan 2022 to now
- TD Ameritrade Investment Management, LLCJul 2020 to Sep 2023
- TD Ameritrade, Inc.Nov 2015 to May 2024
- Self EmployedJan 2004 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
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
- 6200635
- Firm CRD
- 5393