Anthony Cooper

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 855-943-6176

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

9 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2021-present
  • FInancial Analyst, Ayco, Goldman Sachs, 2019-2021
  • Retirement Solutions Rep, Fidelity Investments, 2018-2019
  • Hybrid Planning and Advice, Fidelity Investments, 2017-2018
  • Investment Solutions, Fidelity Investments, 2016-2017
  • Core Service Rep, Fidelity Investments, 2015-2016

Education

  • Bachelors of Business Administration. Lyon College

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