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

13 years of professional experience

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

Education

  • BS, Finance, Elon University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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