Brian Warren

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 877-903-8068

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Investment Consultant, Charles Schwab & Co. Inc, 2021-2022
  • Central Relationship Manager, Fidelity Investments, 2020-2021
  • SR. Relationship Specialist, Charles Schwab & Co. Inc, 2018-2020

Education

  • BBA, Finance, Midwestern State University

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