Alexander Trainer, AAMS®, CFP®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6173

Financial credentials

  • Accredited Asset Management Specialist℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • Investment Consultant, Charles Schwab, 2020-2021
  • Sr. Retirement Specialist, Charles Schwab, 2016-2020
  • Retirement Specialist, Principal Financial Group - Principal Bank, 2014-2016

Education

  • BA, Spanish, University of Iowa

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