Brandon Cepeda
Financial Consultant - Financial Solutions Branch
Representative for clients not served by a local Schwab branch.
+1 800-503-2917Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- Financial Consultant - Financial Solutions Branch, Charles Schwab, 2025-present
- Financial Advisor, Bayntree Wealth Advisors, 2024-2024
- Associate Wealth Advisor, Charles Schwab, 2021-2024
- Client Relationship Manager, Diamond Wealth Management, 2020-2020
- Private Client Banker, JP Morgan Chase, 2019-2020
- Client Support Associate, Ameriprise Financial, 2018-2019
Education
- BA, Psychology, UNLV
Personal interests and affiliations