Daniel Gomez

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-897-5151

Financial credentials

  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA Investment Management Co, 2010-2020

Education

  • BBA, University of Phoenix

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