Hailey Rose Nordstrom-moffat
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 Premier Bank, SsbSep 2026 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- Charles Schwab Bank, SsbApr 2023 to now
- NextivaMar 2021 to Apr 2023
- The Vanguard Group, Inc.Feb 2020 to Feb 2021
- Connect WirelessMar 2019 to Dec 2019
- Terrebonne LimitedMay 2017 to Aug 2018
- Arizona State UniversityAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7228252
- Firm CRD
- 5393