Corey Wertz, AAMS®, CFP®

VP - Financial Consultant

+1 302-622-3603

Financial credentials

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

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Registered Representative, Charles Schwab, 2013-2016
  • Broker Dealer Representative, ALPS Fund Services, 2011-2013
  • Associate Financial Consultant, Charles Schwab, 2016-2016
  • VP - Financial Consultant, Charles Schwab, 2016-2023
  • Financial Consultant, Fidelity, 2023-2024

Education

  • BS, Finance, Elon University

Standard mailing address:

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

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