Alyssa Olivas Najar
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab Bank, SsbNov 2023 to now
- Charles Schwab Premier BankNov 2023 to now
- Charles Schwab Trust BankNov 2023 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- Temple CollegeMay 2021 to Apr 2022
- SatAug 2018 to Feb 2019
- Mwa Financial Services IncJul 2018 to Jun 2022
- Modern Woodmen of AmericaJun 2018 to Jun 2022
- La FitnessJun 2017 to Jul 2019
- Houston Independent School DistrictAug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser 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
- 6985622
- Firm CRD
- 5393