Treva M. Ziemba
Professional summary
Treva Marceyle Ruth Ziemba, CFP®, who also goes by Trevamarceyle Moore, Marceyle Smith, Treva Marceyle R Ziemba, Trevamarceyle Ruth Ziemba, Treva Marceyle Ruth Ziemba, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Phoenix, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.
Treva is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Treva has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Treva Marceyle Ruth Ziemba's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
August 22, 2016 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215August 3, 2016 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 2423 E Lincoln Dr, Phoenix, AZ 85016-1215January 31, 2013 - July 28, 2016
VANGUARD ADVISERS, INC.
September 22, 2004 - August 16, 2007
VANGUARD ADVISERS, INC.
May 8, 1997 - July 28, 2016
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/11/2017)
(2/21/2022)
(8/3/2016)
(8/22/2016)
(9/9/2016)
(10/17/2016)
(2/7/2024)
(1/10/2017)
(4/24/2019)
(5/10/2017)
(6/21/2023)
(6/21/2023)
(8/21/2017)
(9/2/2017)
(4/6/2017)
(4/18/2017)
(9/9/2016)
(9/9/2016)
(6/27/2017)
(5/16/2025)
(10/17/2016)
(10/1/2019)
(1/10/2017)
(8/21/2025)
(8/3/2016)
(1/10/2017)
(6/3/2021)
(1/2/2020)
(1/2/2020)
(7/5/2017)
(6/1/2020)
(8/3/2016)
(4/16/2018)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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