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Herald P
Series 63, Series 66
San Francisco, CA
RBC Securities, Inc
Herald Podger is a financial advisor at RBC Securities, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with City National Bank since 2010. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates its advisory business within a broader financial services group affiliated with a bank, offering portfolio management through an affiliated sub-advisor and a range of custodial and cash-management features.
Cheryl K
Series 66
San Francisco, CA
RBC Securities, Inc
Cheryl Keilman is a financial advisor at RBC Securities, Inc. with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and BMO Harris Private Bank. Outside of her advisory role, she is a landlord of a rental property in Chicago. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates investment management with a broad financial services group affiliated with a bank parent, providing clients access to various asset allocation strategies and custodial services.
Ramy A
CFA®, Series 63, Series 65
San Francisco, CA
RBC Securities, Inc
Ramy Antar is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 26 years of industry experience. His prior experience includes roles at City National Securities, City National Rochdale, and Fisher Investments. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, estates, IRAs, and retirement plans. The firm offers financial planning and portfolio management through its wrap-fee investment advisory program, with investment management delegated to an affiliated sub-advisor, RBC Rochdale.
Rafael S
Series 66
San Francisco, CA
RBC Securities, Inc
Rafael Scroggins is a financial advisor with RBC Securities, Inc. based in San Francisco, CA. He holds a Series 66 designation and has 18 years of industry experience. His prior work history includes roles at City National Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm is affiliated with a bank parent and offers integrated financial services including financial planning, portfolio management, and access to various investment vehicles through its advisory programs.
Alexandra C
Series 66
San Francisco, CA
RBC Securities, Inc
Alexandra Callagher is a financial advisor at RBC Securities, Inc. with two years of industry experience. She holds the Series 66 designation and has prior work experience at City National Securities, First Republic Bank, and Fidelity Brokerage Services LLC. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates portfolio management with a broad financial services group affiliated with a bank parent, offering services that include financial planning, discretionary investment management, and custodial features.
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