Adam Wissman, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-595-5048

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate Financial Consultant, Charles Schwab, 2019-2021
  • Financial Professional Representative, Charles Schwab, 2017-2019

Education

  • BS, Business Economics and Finance, University of Dayton

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