Chase Ferdinandsen, AAMS®, AWMA®, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-870-8454

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2017-present
  • Active Trading Specialist, Charles Schwab, 2015-2017
  • Financial Service Professional, Charles Schwab, 2014-2015

Education

  • Bachelor of Science: Business Administration
  • Investment Finance Concentration
  • Corporate Finance Concentration

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