Byron Sheffield

VP - Financial Consultant

+1 727-260-5543

Financial credentials

  • Series 7, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Vice President - Financial Advisor, UBS Wealth Management, 2023-2024
  • Financial Advisor, Fidelity Investments, 2020-2023
  • Financial Advisor, Merrill Lynch Wealth Management, 2019-2020
  • Investment Associate, Fisher Investments, 2016-2019

Education

  • University Of Florida

Personal interests and affiliations

  • Rotary Club, Ducks Unlimited, Ronald McDonald House

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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