Adam Wissman, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 720-595-5048Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
8 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