Carlos Cortez, AAMS®, CWS®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 855-640-2442Financial credentials
- Accredited Asset Management Specialist℠
- Certified Wealth Strategist®
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
28 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