Amelia Garcia

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 480-235-2489

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

5 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Associate, Financial Consultant, Charles Schwab, 2019-2021
  • FC Academy, Investor Development, Charles Schwab, 2019-2019
  • FC Academy, Cohort Trader, Charles Schwab, 2018-2019
  • Undergraduate Assistant, Indiana University, Department of Economics, 2016-2017

Education

  • Bachelor of Arts, Major in Economics, Minor in Psychology at Indiana University College of Arts & Sciences

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