Carlos Cortez, AAMS®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2442

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Service and Acquisitions Specialist, Victory Capital Management, 2021-2021
  • Member Advocacy Specialist, USAA, 2020-2021
  • Investment Sales and Services, USAA, 1997-2020

Education

  • Bachelors of Business Administration, Corporate Financial Mgmt., St. Mary's University

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